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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 | $16,476 | $37,156-55.7% | $83,854-80.4% | $86,983-81.1% |
| Participation rate | 10.2% | 49.1%-38.8pp | 59.1%-48.9pp | 69.5%-59.3pp |
| Annual return | 20.23% | 29.88%-9.7pp | 31.39%-11.2pp | 25.83%-5.6pp |
| Employer contribution / active EE | $143 | $661-78.4% | $1,017-86.0% | $2,584-94.5% |
| Participant deferral / active EE | $288 | $1,418-79.7% | $2,035-85.8% | $4,194-93.1% |
| Admin fee / account holder | $8 | $2,510-99.7% | $3,197-99.7% | $7,856-99.9% |