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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 | $35,137 | $81,358-56.8% | $155,556-77.4% | $80,959-56.6% |
| Participation rate | 66.7% | 66.3%+0.4pp | 78.2%-11.6pp | 67.7%-1.0pp |
| Annual return | 26.92% | 33.39%-6.5pp | 64.84%-37.9pp | 35.67%-8.7pp |
| Employer contribution / active EE | $641 | $3,106-79.4% | $4,675-86.3% | $2,757-76.8% |
| Participant deferral / active EE | $0 | $3,455-100.0% | $5,631-100.0% | $4,300-100.0% |
| Admin fee / account holder | $0 | $7,994-100.0% | $15,885-100.0% | $6,925-100.0% |