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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 | $31,319 | $59,813-47.6% | $79,580-60.6% | $68,486-54.3% |
| Participation rate | 48.1% | 61.1%-12.9pp | 69.5%-21.3pp | 67.9%-19.7pp |
| Annual return | -16.01% | -12.30%-3.7pp | 0.15%-16.2pp | -7.85%-8.2pp |
| Employer contribution / active EE | $459 | $1,505-69.5% | $2,413-81.0% | $2,597-82.3% |
| Participant deferral / active EE | $2,263 | $3,024-25.2% | $3,985-43.2% | $4,028-43.8% |
| Admin fee / account holder | $0 | $4,835-100.0% | $6,835-100.0% | $5,404-100.0% |