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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 | $26,822 | $136,307-80.3% | $106,619-74.8% | $273,972-90.2% |
| Participation rate | 29.2% | 84.8%-55.6pp | 78.0%-48.8pp | 83.0%-53.8pp |
| Annual return | 4.63% | 11.05%-6.4pp | 9.42%-4.8pp | 41.46%-36.8pp |
| Employer contribution / active EE | $0 | $5,190-100.0% | $3,947-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $505 | $4,969-89.8% | $3,930-87.1% | $5,287-90.4% |
| Admin fee / account holder | $94 | $8,625-98.9% | $6,418-98.5% | $10,133-99.1% |