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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 | $27,386 | $65,246-58.0% | $98,716-72.3% | $67,986-59.7% |
| Participation rate | 15.5% | 51.4%-36.0pp | 69.3%-53.8pp | 57.2%-41.8pp |
| Annual return | 14.26% | 20.58%-6.3pp | 31.81%-17.6pp | 31.67%-17.4pp |
| Employer contribution / active EE | $242 | $1,042-76.8% | $2,279-89.4% | $2,019-88.0% |
| Participant deferral / active EE | $441 | $2,594-83.0% | $4,048-89.1% | $3,358-86.9% |
| Admin fee / account holder | $241 | $4,561-94.7% | $8,703-97.2% | $3,203-92.5% |