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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 | $44,774 | $56,894-21.3% | $84,753-47.2% | $62,881-28.8% |
| Participation rate | 12.8% | 68.5%-55.8pp | 76.6%-63.8pp | 69.3%-56.5pp |
| Annual return | 12.12% | 6.30%+5.8pp | 22.78%-10.7pp | 20.14%-8.0pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $239 | $2,709-91.2% | $3,712-93.6% | $3,203-92.5% |
| Admin fee / account holder | $0 | $3,581-100.0% | $5,333-100.0% | $4,296-100.0% |