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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 | $8,475 | $76,407-88.9% | $150,298-94.4% | $82,448-89.7% |
| Participation rate | 25.9% | 66.4%-40.5pp | 77.8%-51.8pp | 68.1%-42.1pp |
| Annual return | 19.28% | 39.99%-20.7pp | 62.79%-43.5pp | 41.64%-22.4pp |
| Employer contribution / active EE | $325 | $2,614-87.6% | $4,154-92.2% | $2,551-87.3% |
| Participant deferral / active EE | $580 | $3,214-82.0% | $5,453-89.4% | $4,139-86.0% |
| Admin fee / account holder | $294 | $6,352-95.4% | $14,116-97.9% | $7,234-95.9% |