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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 | $45,587 | $72,177-36.8% | $115,038-60.4% | $59,633-23.6% |
| Participation rate | 42.9% | 72.6%-29.7pp | 81.4%-38.5pp | 68.7%-25.8pp |
| Annual return | 2.30% | 12.02%-9.7pp | 26.14%-23.8pp | 2041.45%-2039.1pp |
| Employer contribution / active EE | $1,118 | $2,841-60.6% | $4,608-75.7% | $2,203-49.2% |
| Participant deferral / active EE | $1,090 | $4,783-77.2% | $6,026-81.9% | $3,192-65.9% |
| Admin fee / account holder | $66 | $4,927-98.7% | $8,175-99.2% | $4,297-98.5% |