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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 | $25,055 | $81,331-69.2% | $155,534-83.9% | $80,935-69.0% |
| Participation rate | 44.0% | 66.3%-22.3pp | 78.2%-34.2pp | 67.7%-23.7pp |
| Annual return | 14.68% | 33.37%-18.7pp | 64.92%-50.2pp | 35.66%-21.0pp |
| Employer contribution / active EE | $527 | $3,105-83.0% | $4,675-88.7% | $2,757-80.9% |
| Participant deferral / active EE | $565 | $3,454-83.7% | $5,630-90.0% | $4,299-86.9% |
| Admin fee / account holder | $24 | $7,999-99.7% | $15,900-99.8% | $6,924-99.7% |