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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 | $24,838 | $45,872-45.9% | $77,096-67.8% | $68,486-63.7% |
| Participation rate | 15.1% | 55.9%-40.8pp | 67.9%-52.8pp | 67.9%-52.8pp |
| Annual return | -18.56% | 1.73%-20.3pp | 42.35%-60.9pp | -7.85%-10.7pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,814-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,205 | $2,963-59.3% | $4,429-72.8% | $4,028-70.1% |
| Admin fee / account holder | $19 | $3,041-99.4% | $5,428-99.7% | $5,404-99.7% |