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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 | $15,498 | $73,863-79.0% | $143,797-89.2% | $68,490-77.4% |
| Participation rate | 22.2% | 66.7%-44.4pp | 80.3%-58.1pp | 67.9%-45.7pp |
| Annual return | -18.88% | 0.91%-19.8pp | -0.04%-18.8pp | -7.85%-11.0pp |
| Employer contribution / active EE | $852 | $3,185-73.3% | $4,952-82.8% | $2,597-67.2% |
| Participant deferral / active EE | $1,523 | $3,385-55.0% | $5,638-73.0% | $4,028-62.2% |
| Admin fee / account holder | $32 | $5,756-99.4% | $14,679-99.8% | $5,403-99.4% |