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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 | $81,276-56.8% | $155,574-77.4% | $80,925-56.6% |
| Participation rate | 66.7% | 66.2%+0.4pp | 78.2%-11.5pp | 67.7%-1.0pp |
| Annual return | 26.92% | 33.36%-6.4pp | 64.87%-37.9pp | 35.65%-8.7pp |
| Employer contribution / active EE | $641 | $3,103-79.3% | $4,676-86.3% | $2,756-76.7% |
| Participant deferral / active EE | $0 | $3,453-100.0% | $5,629-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $7,993-100.0% | $15,914-100.0% | $6,940-100.0% |