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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 | $62,652 | $73,863-15.2% | $143,797-56.4% | $68,490-8.5% |
| Participation rate | 41.2% | 66.7%-25.5pp | 80.3%-39.1pp | 67.9%-26.7pp |
| Annual return | -16.95% | 0.91%-17.9pp | -0.04%-16.9pp | -7.85%-9.1pp |
| Employer contribution / active EE | $893 | $3,185-72.0% | $4,952-82.0% | $2,597-65.6% |
| Participant deferral / active EE | $3,011 | $3,385-11.0% | $5,638-46.6% | $4,028-25.2% |
| Admin fee / account holder | $0 | $5,756-100.0% | $14,679-100.0% | $5,403-100.0% |