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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 | $67,242 | $79,025-14.9% | - | $273,972-75.5% |
| Participation rate | 50.0% | 74.3%-24.3pp | - | 83.0%-33.0pp |
| Annual return | 7.42% | 18.58%-11.2pp | - | 41.46%-34.0pp |
| Employer contribution / active EE | $4,130 | $4,094+0.9% | - | $4,869-15.2% |
| Participant deferral / active EE | $0 | $3,420-100.0% | - | $5,287-100.0% |
| Admin fee / account holder | $22 | $13,337-99.8% | - | $10,133-99.8% |