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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,910 | $136,860-67.2% | $120,344-62.7% | $154,746-71.0% |
| Participation rate | 61.5% | 79.9%-18.3pp | 76.7%-15.2pp | 80.7%-19.2pp |
| Annual return | 11.46% | 21.38%-9.9pp | 20.30%-8.8pp | 172.34%-160.9pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,047 | $5,793-81.9% | $5,135-79.6% | $6,730-84.5% |
| Admin fee / account holder | $82 | $15,393-99.5% | $12,742-99.4% | $14,365-99.4% |