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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 | $48,387 | $87,132-44.5% | $105,624-54.2% | $80,959-40.2% |
| Participation rate | 32.4% | 70.4%-38.1pp | 75.3%-42.9pp | 67.7%-35.3pp |
| Annual return | 14.50% | 17.03%-2.5pp | 116.20%-101.7pp | 35.67%-21.2pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,168-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $327 | $3,985-91.8% | $5,013-93.5% | $4,300-92.4% |
| Admin fee / account holder | $0 | $8,449-100.0% | $10,961-100.0% | $6,925-100.0% |