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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 | $17,922 | $90,484-80.2% | $78,675-77.2% | $273,970-93.5% |
| Participation rate | 69.2% | 76.5%-7.3pp | 73.6%-4.3pp | 83.0%-13.8pp |
| Annual return | 2.62% | 75.62%-73.0pp | 62.19%-59.6pp | 41.46%-38.8pp |
| Employer contribution / active EE | $1,818 | $3,175-42.8% | $2,850-36.2% | $4,869-62.7% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $174 | $5,263-96.7% | $4,510-96.1% | $10,132-98.3% |