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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 | $18,334 | $86,050-78.7% | $189,758-90.3% | $94,015-80.5% |
| Participation rate | 41.7% | 68.9%-27.2pp | 79.8%-38.1pp | 70.8%-29.2pp |
| Annual return | 12.30% | 17.77%-5.5pp | 52.62%-40.3pp | 17.84%-5.5pp |
| Employer contribution / active EE | $0 | $2,819-100.0% | $4,767-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $416 | $3,349-87.6% | $5,856-92.9% | $4,249-90.2% |
| Admin fee / account holder | $169 | $6,627-97.4% | $20,388-99.2% | $8,951-98.1% |