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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 | $36,846 | $45,872-19.7% | $77,096-52.2% | $68,486-46.2% |
| Participation rate | 14.0% | 55.9%-42.0pp | 67.9%-54.0pp | 67.9%-53.9pp |
| Annual return | -13.69% | 1.73%-15.4pp | 42.35%-56.0pp | -7.85%-5.8pp |
| Employer contribution / active EE | $550 | $1,650-66.6% | $2,814-80.4% | $2,597-78.8% |
| Participant deferral / active EE | $1,163 | $2,963-60.8% | $4,429-73.8% | $4,028-71.1% |
| Admin fee / account holder | $278 | $3,041-90.9% | $5,428-94.9% | $5,404-94.9% |