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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 | $44,050 | $73,848-40.4% | $143,799-69.4% | $68,486-35.7% |
| Participation rate | 37.9% | 66.7%-28.7pp | 80.3%-42.4pp | 67.9%-30.0pp |
| Annual return | -10.14% | 0.91%-11.1pp | -0.04%-10.1pp | -7.85%-2.3pp |
| Employer contribution / active EE | $600 | $3,184-81.2% | $4,952-87.9% | $2,597-76.9% |
| Participant deferral / active EE | $3,210 | $3,385-5.1% | $5,638-43.1% | $4,028-20.3% |
| Admin fee / account holder | $192 | $5,755-96.7% | $14,677-98.7% | $5,404-96.4% |