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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 | $24,333 | $77,816-68.7% | $123,552-80.3% | $64,173-62.1% |
| Participation rate | 39.5% | 74.7%-35.2pp | 82.3%-42.8pp | 69.6%-30.1pp |
| Annual return | 9.55% | 12.49%-2.9pp | 119.20%-109.7pp | 7.63%+1.9pp |
| Employer contribution / active EE | $782 | $3,014-74.1% | $4,628-83.1% | $2,381-67.2% |
| Participant deferral / active EE | $2,211 | $5,240-57.8% | $6,426-65.6% | $3,470-36.3% |
| Admin fee / account holder | $3 | $5,519-99.9% | $9,285-100.0% | $4,887-99.9% |