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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 | $11,879 | $57,590-79.4% | $86,233-86.2% | $82,448-85.6% |
| Participation rate | 65.0% | 57.9%+7.1pp | 69.0%-4.0pp | 68.1%-3.1pp |
| Annual return | 18.68% | 22.41%-3.7pp | 61.39%-42.7pp | 41.64%-23.0pp |
| Employer contribution / active EE | $4,199 | $1,655+153.7% | $2,504+67.7% | $2,551+64.6% |
| Participant deferral / active EE | $0 | $3,080-100.0% | $4,559-100.0% | $4,139-100.0% |
| Admin fee / account holder | $66 | $4,730-98.6% | $8,342-99.2% | $7,234-99.1% |