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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 | $27,007 | $77,908-65.3% | $149,696-82.0% | $75,173-64.1% |
| Participation rate | 53.1% | 65.6%-12.5pp | 78.8%-25.7pp | 67.2%-14.1pp |
| Annual return | 17.35% | 31.73%-14.4pp | 134.46%-117.1pp | 160.72%-143.4pp |
| Employer contribution / active EE | $660 | $3,138-79.0% | $4,821-86.3% | $2,671-75.3% |
| Participant deferral / active EE | $806 | $3,411-76.4% | $5,682-85.8% | $4,126-80.5% |
| Admin fee / account holder | $233 | $5,950-96.1% | $13,212-98.2% | $5,651-95.9% |