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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 | $38,763 | $52,678-26.4% | $75,784-48.9% | $59,633-35.0% |
| Participation rate | 11.8% | 67.2%-55.5pp | 75.8%-64.1pp | 68.7%-56.9pp |
| Annual return | 1.36% | 2.95%-1.6pp | 9.68%-8.3pp | 2041.45%-2040.1pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $402 | $2,591-84.5% | $3,652-89.0% | $3,192-87.4% |
| Admin fee / account holder | $5 | $3,610-99.9% | $5,300-99.9% | $4,297-99.9% |