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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 | $43,439 | $86,655-49.9% | $119,608-63.7% | $66,930-35.1% |
| Participation rate | 36.4% | 75.6%-39.1pp | 79.3%-42.8pp | 69.8%-33.4pp |
| Annual return | -17.43% | -8.00%-9.4pp | -14.98%-2.4pp | 1.57%-19.0pp |
| Employer contribution / active EE | $0 | $2,536-100.0% | $4,232-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $3,007 | $4,358-31.0% | $5,601-46.3% | $4,238-29.0% |
| Admin fee / account holder | $34 | $755-95.5% | $10,326-99.7% | $593-94.2% |