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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 | $20,301 | $73,988-72.6% | $96,538-79.0% | $75,177-73.0% |
| Participation rate | 66.7% | 66.4%+0.2pp | 74.3%-7.7pp | 67.2%-0.5pp |
| Annual return | 30.00% | 26.73%+3.3pp | 35.74%-5.7pp | 160.75%-130.7pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,219 | $3,660-66.7% | $4,880-75.0% | $4,126-70.5% |
| Admin fee / account holder | $181 | $5,220-96.5% | $6,737-97.3% | $5,651-96.8% |