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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 | $31,335 | $81,331-61.5% | $155,534-79.9% | $80,935-61.3% |
| Participation rate | 10.8% | 66.3%-55.4pp | 78.2%-67.4pp | 67.7%-56.9pp |
| Annual return | 15.71% | 33.37%-17.7pp | 64.92%-49.2pp | 35.66%-19.9pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $665 | $3,454-80.7% | $5,630-88.2% | $4,299-84.5% |
| Admin fee / account holder | $25 | $7,999-99.7% | $15,900-99.8% | $6,924-99.6% |