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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 | $7,421 | $76,407-90.3% | $150,298-95.1% | $82,448-91.0% |
| Participation rate | 61.8% | 66.4%-4.6pp | 77.8%-16.0pp | 68.1%-6.3pp |
| Annual return | 17.06% | 39.99%-22.9pp | 62.79%-45.7pp | 41.64%-24.6pp |
| Employer contribution / active EE | $1,334 | $2,614-49.0% | $4,154-67.9% | $2,551-47.7% |
| Participant deferral / active EE | $0 | $3,214-100.0% | $5,453-100.0% | $4,139-100.0% |
| Admin fee / account holder | $90 | $6,352-98.6% | $14,116-99.4% | $7,234-98.8% |