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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 | $19,898 | $73,863-73.1% | $143,797-86.2% | $68,490-70.9% |
| Participation rate | 69.2% | 66.7%+2.6pp | 80.3%-11.1pp | 67.9%+1.3pp |
| Annual return | -10.75% | 0.91%-11.7pp | -0.04%-10.7pp | -7.85%-2.9pp |
| Employer contribution / active EE | $1,696 | $3,185-46.7% | $4,952-65.8% | $2,597-34.7% |
| Participant deferral / active EE | $2,081 | $3,385-38.5% | $5,638-63.1% | $4,028-48.3% |
| Admin fee / account holder | $3 | $5,756-100.0% | $14,679-100.0% | $5,403-99.9% |