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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 | $16,947 | $25,979-34.8% | $71,778-76.4% | $68,490-75.3% |
| Participation rate | 51.8% | 54.5%-2.7pp | 62.3%-10.5pp | 67.9%-16.1pp |
| Annual return | -9.34% | -15.10%+5.8pp | 9.15%-18.5pp | -7.85%-1.5pp |
| Employer contribution / active EE | $3,102 | $900+244.5% | $1,704+82.0% | $2,597+19.5% |
| Participant deferral / active EE | $0 | $1,522-100.0% | $2,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $189 | $2,022-90.6% | $3,974-95.2% | $5,403-96.5% |