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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 | $47,049 | $54,726-14.0% | $68,793-31.6% | $64,181-26.7% |
| Participation rate | 19.7% | 68.0%-48.3pp | 72.2%-52.5pp | 69.6%-49.9pp |
| Annual return | -4.43% | -1.62%-2.8pp | -4.63%+0.2pp | 7.63%-12.1pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,625-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,528 | $2,626-41.8% | $3,311-53.8% | $3,470-56.0% |
| Admin fee / account holder | $190 | $4,027-95.3% | $5,131-96.3% | $4,887-96.1% |