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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 | $42,159 | $107,666-60.8% | $102,184-58.7% | $154,746-72.8% |
| Participation rate | 23.1% | 83.7%-60.6pp | 82.6%-59.5pp | 80.7%-57.6pp |
| Annual return | 16.49% | 29.33%-12.8pp | 31.58%-15.1pp | 172.34%-155.8pp |
| Employer contribution / active EE | $140 | $3,846-96.4% | $3,594-96.1% | $4,379-96.8% |
| Participant deferral / active EE | $0 | $8,719-100.0% | $8,309-100.0% | $6,730-100.0% |
| Admin fee / account holder | $30 | $12,943-99.8% | $11,609-99.7% | $14,365-99.8% |