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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 | $11,566 | $48,235-76.0% | $68,803-83.2% | $68,490-83.1% |
| Participation rate | 18.0% | 60.7%-42.7pp | 69.0%-51.0pp | 67.9%-49.9pp |
| Annual return | 0.00% | -12.70%+12.7pp | -6.37%+6.4pp | -7.85%+7.9pp |
| Employer contribution / active EE | $461 | $1,829-74.8% | $2,656-82.7% | $2,597-82.3% |
| Participant deferral / active EE | $1,660 | $2,867-42.1% | $3,942-57.9% | $4,028-58.8% |
| Admin fee / account holder | $49 | $4,361-98.9% | $4,936-99.0% | $5,403-99.1% |