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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 | $18,251 | $84,236-78.3% | $170,435-89.3% | $70,126-74.0% |
| Participation rate | 31.3% | 70.8%-39.6pp | 83.6%-52.3pp | 69.5%-38.3pp |
| Annual return | 23.06% | 23.06%0pp | 205.94%-182.9pp | 73.15%-50.1pp |
| Employer contribution / active EE | $746 | $3,387-78.0% | $5,432-86.3% | $2,343-68.1% |
| Participant deferral / active EE | $770 | $3,086-75.0% | $4,939-84.4% | $3,332-76.9% |
| Admin fee / account holder | $257 | $5,698-95.5% | $13,881-98.2% | $4,645-94.5% |