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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 | $18,209 | $25,979-29.9% | $71,755-74.6% | $68,486-73.4% |
| Participation rate | 34.4% | 54.5%-20.1pp | 62.3%-28.0pp | 67.9%-33.5pp |
| Annual return | -14.16% | -15.10%+0.9pp | 9.09%-23.3pp | -7.85%-6.3pp |
| Employer contribution / active EE | $509 | $900-43.5% | $1,704-70.1% | $2,597-80.4% |
| Participant deferral / active EE | $509 | $1,522-66.6% | $2,656-80.8% | $4,028-87.4% |
| Admin fee / account holder | $78 | $2,022-96.2% | $3,972-98.0% | $5,404-98.6% |