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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 | $28,735 | $72,388-60.3% | $111,392-74.2% | $64,173-55.2% |
| Participation rate | 35.8% | 70.5%-34.7pp | 78.9%-43.0pp | 69.6%-33.7pp |
| Annual return | 1.81% | -1.50%+3.3pp | -2.06%+3.9pp | 7.63%-5.8pp |
| Employer contribution / active EE | $0 | $3,000-100.0% | $4,328-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $353 | $4,241-91.7% | $5,567-93.7% | $3,470-89.8% |
| Admin fee / account holder | $80 | $5,719-98.6% | $12,266-99.3% | $4,887-98.4% |