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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 | $22,458 | $88,707-74.7% | $74,184-69.7% | $273,972-91.8% |
| Participation rate | 60.0% | 79.4%-19.4pp | 76.6%-16.6pp | 83.0%-23.0pp |
| Annual return | 7.74% | 11.94%-4.2pp | 17.74%-10.0pp | 41.46%-33.7pp |
| Employer contribution / active EE | $640 | $3,159-79.7% | $2,370-73.0% | $4,869-86.9% |
| Participant deferral / active EE | $1,172 | $4,212-72.2% | $3,550-67.0% | $5,287-77.8% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |