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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 | $73,953 | $72,273+2.3% | $101,275-27.0% | $79,856-7.4% |
| Participation rate | 21.9% | 68.5%-46.6pp | 75.8%-53.9pp | 69.6%-47.8pp |
| Annual return | 23.15% | 22.30%+0.9pp | 46.48%-23.3pp | 31.71%-8.6pp |
| Employer contribution / active EE | $0 | $2,691-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $218 | $3,282-93.3% | $4,371-95.0% | $3,741-94.2% |
| Admin fee / account holder | $0 | $4,401-100.0% | $5,948-100.0% | $5,306-100.0% |