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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 | $18,992 | $48,267-60.7% | $68,808-72.4% | $68,486-72.3% |
| Participation rate | 48.6% | 60.7%-12.1pp | 69.0%-20.4pp | 67.9%-19.3pp |
| Annual return | -17.15% | -12.70%-4.4pp | -6.37%-10.8pp | -7.85%-9.3pp |
| Employer contribution / active EE | $1,336 | $1,829-27.0% | $2,656-49.7% | $2,597-48.6% |
| Participant deferral / active EE | $2,223 | $2,867-22.5% | $3,942-43.6% | $4,028-44.8% |
| Admin fee / account holder | $206 | $4,362-95.3% | $4,936-95.8% | $5,404-96.2% |