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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 | $45,297 | $67,411-32.8% | $91,004-50.2% | $70,126-35.4% |
| Participation rate | 63.9% | 71.4%-7.5pp | 75.6%-11.7pp | 69.5%-5.7pp |
| Annual return | 16.58% | -40.16%+56.7pp | 4.60%+12.0pp | 73.15%-56.6pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $479 | $2,823-83.0% | $3,548-86.5% | $3,332-85.6% |
| Admin fee / account holder | $0 | $4,236-100.0% | $5,417-100.0% | $4,645-100.0% |