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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 | $50,275 | $73,863-31.9% | $143,797-65.0% | $68,490-26.6% |
| Participation rate | 58.6% | 66.7%-8.0pp | 80.3%-21.7pp | 67.9%-9.3pp |
| Annual return | -7.97% | 0.91%-8.9pp | -0.04%-7.9pp | -7.85%-0.1pp |
| Employer contribution / active EE | $739 | $3,185-76.8% | $4,952-85.1% | $2,597-71.5% |
| Participant deferral / active EE | $2,482 | $3,385-26.7% | $5,638-56.0% | $4,028-38.4% |
| Admin fee / account holder | -$21 | $5,756-100.4% | $14,679-100.1% | $5,403-100.4% |