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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 | $20,627 | $42,910-51.9% | $60,919-66.1% | $68,490-69.9% |
| Participation rate | 66.7% | 66.8%-0.1pp | 73.1%-6.4pp | 67.9%-1.2pp |
| Annual return | -13.88% | -13.99%+0.1pp | 16.96%-30.8pp | -7.85%-6.0pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,704-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,801 | $2,866-2.3% | $3,814-26.6% | $4,028-30.5% |
| Admin fee / account holder | $58 | $3,104-98.1% | $3,228-98.2% | $5,403-98.9% |