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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 | $138,312-67.5% | $122,979-63.5% | $155,188-71.1% |
| Participation rate | 61.5% | 80.2%-18.7pp | 77.2%-15.7pp | 80.8%-19.3pp |
| Annual return | 11.46% | 22.06%-10.6pp | 20.12%-8.7pp | 148.84%-137.4pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,047 | $5,592-81.3% | $5,003-79.1% | $6,531-84.0% |
| Admin fee / account holder | $82 | $15,089-99.5% | $12,864-99.4% | $14,480-99.4% |