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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 | $24,284 | $209,336-88.4% | $197,124-87.7% | $137,256-82.3% |
| Participation rate | 46.2% | 87.3%-41.2pp | 86.7%-40.6pp | 80.0%-33.8pp |
| Annual return | 14.01% | 48.09%-34.1pp | 44.34%-30.3pp | 220.34%-206.3pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,971 | $9,614-79.5% | $9,135-78.4% | $6,407-69.2% |
| Admin fee / account holder | $174 | $17,308-99.0% | $16,298-98.9% | $12,270-98.6% |