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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 | $19,875 | $78,015-74.5% | $178,505-88.9% | $80,959-75.5% |
| Participation rate | 43.3% | 65.7%-22.3pp | 77.1%-33.8pp | 67.7%-24.3pp |
| Annual return | 13.35% | 18.10%-4.7pp | 27.16%-13.8pp | 35.67%-22.3pp |
| Employer contribution / active EE | $2,683 | $2,281+17.6% | $3,955-32.2% | $2,757-2.7% |
| Participant deferral / active EE | $0 | $4,406-100.0% | $6,280-100.0% | $4,300-100.0% |
| Admin fee / account holder | $233 | $7,160-96.7% | $10,428-97.8% | $6,925-96.6% |