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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 | $24,096 | $64,719-62.8% | $112,249-78.5% | $68,486-64.8% |
| Participation rate | 63.0% | 67.2%-4.2pp | 75.1%-12.1pp | 67.9%-4.9pp |
| Annual return | 0.00% | -11.40%+11.4pp | 27.48%-27.5pp | -7.85%+7.9pp |
| Employer contribution / active EE | $1,777 | $2,747-35.3% | $3,636-51.1% | $2,597-31.6% |
| Participant deferral / active EE | $2,509 | $3,565-29.6% | $4,729-46.9% | $4,028-37.7% |
| Admin fee / account holder | $150 | $5,232-97.1% | $6,412-97.7% | $5,404-97.2% |