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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 | $31,818 | $42,383-24.9% | $76,523-58.4% | $64,181-50.4% |
| Participation rate | 21.9% | 58.1%-36.3pp | 68.0%-46.1pp | 69.6%-47.7pp |
| Annual return | -6.61% | -16.54%+9.9pp | -0.27%-6.3pp | 7.63%-14.2pp |
| Employer contribution / active EE | $317 | $1,563-79.7% | $2,647-88.0% | $2,381-86.7% |
| Participant deferral / active EE | $999 | $2,566-61.1% | $3,835-74.0% | $3,470-71.2% |
| Admin fee / account holder | $211 | $3,198-93.4% | $4,848-95.7% | $4,887-95.7% |