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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 | $12,241 | $43,344-71.8% | $59,899-79.6% | $64,173-80.9% |
| Participation rate | 7.5% | 69.2%-61.7pp | 74.7%-67.2pp | 69.6%-62.1pp |
| Annual return | 9.57% | -1.55%+11.1pp | 3.46%+6.1pp | 7.63%+1.9pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,723-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $291 | $2,547-88.6% | $3,402-91.4% | $3,470-91.6% |
| Admin fee / account holder | $22 | $3,008-99.3% | $3,592-99.4% | $4,887-99.5% |