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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 | $31,771 | $43,338-26.7% | $59,887-46.9% | $64,173-50.5% |
| Participation rate | 31.8% | 69.2%-37.4pp | 74.7%-42.9pp | 69.6%-37.8pp |
| Annual return | -3.28% | -1.55%-1.7pp | 3.46%-6.7pp | 7.63%-10.9pp |
| Employer contribution / active EE | $534 | $2,030-73.7% | $2,722-80.4% | $2,381-77.6% |
| Participant deferral / active EE | $535 | $2,547-79.0% | $3,402-84.3% | $3,470-84.6% |
| Admin fee / account holder | $97 | $3,007-96.8% | $3,591-97.3% | $4,887-98.0% |