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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 | $38,252 | $53,546-28.6% | $69,890-45.3% | $68,490-44.1% |
| Participation rate | 37.5% | 64.5%-27.0pp | 70.5%-33.0pp | 67.9%-30.4pp |
| Annual return | -7.37% | -13.87%+6.5pp | 190.84%-198.2pp | -7.85%+0.5pp |
| Employer contribution / active EE | $845 | $2,019-58.1% | $2,560-67.0% | $2,597-67.4% |
| Participant deferral / active EE | $2,196 | $2,957-25.7% | $3,848-42.9% | $4,028-45.5% |
| Admin fee / account holder | $13 | $4,693-99.7% | $6,267-99.8% | $5,403-99.8% |