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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 | $16,649 | $42,909-61.2% | $60,906-72.7% | $68,486-75.7% |
| Participation rate | 64.7% | 66.8%-2.1pp | 73.1%-8.4pp | 67.9%-3.2pp |
| Annual return | -15.77% | -13.99%-1.8pp | 16.94%-32.7pp | -7.85%-7.9pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,703-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,259 | $2,866+48.6% | $3,814+11.7% | $4,028+5.7% |
| Admin fee / account holder | $3 | $3,104-99.9% | $3,227-99.9% | $5,404-99.9% |