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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 | $34,351 | $77,817-55.9% | $123,553-72.2% | $64,173-46.5% |
| Participation rate | 67.9% | 74.7%-6.9pp | 82.3%-14.4pp | 69.6%-1.7pp |
| Annual return | -7.59% | 12.49%-20.1pp | 119.21%-126.8pp | 7.63%-15.2pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,800 | $5,240-46.6% | $6,426-56.4% | $3,470-19.3% |
| Admin fee / account holder | $271 | $5,519-95.1% | $9,284-97.1% | $4,887-94.5% |