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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,095 | $54,239-66.6% | $70,098-74.2% | $68,495-73.6% |
| Participation rate | 21.2% | 64.5%-43.3pp | 70.5%-49.3pp | 67.9%-46.7pp |
| Annual return | 0.00% | -13.87%+13.9pp | 190.76%-190.8pp | -7.84%+7.8pp |
| Employer contribution / active EE | $846 | $2,019-58.1% | $2,560-66.9% | $2,596-67.4% |
| Participant deferral / active EE | $2,997 | $2,957+1.4% | $3,849-22.1% | $4,028-25.6% |
| Admin fee / account holder | $28 | $4,691-99.4% | $6,266-99.6% | $5,403-99.5% |