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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 | $22,116 | $54,162-59.2% | $68,612-67.8% | $64,173-65.5% |
| Participation rate | 40.3% | 68.1%-27.7pp | 72.2%-31.9pp | 69.6%-29.2pp |
| Annual return | -5.49% | -1.62%-3.9pp | -4.63%-0.9pp | 7.63%-13.1pp |
| Employer contribution / active EE | $801 | $1,846-56.6% | $2,625-69.5% | $2,381-66.4% |
| Participant deferral / active EE | $1,676 | $2,626-36.2% | $3,311-49.4% | $3,470-51.7% |
| Admin fee / account holder | $77 | $4,029-98.1% | $5,131-98.5% | $4,887-98.4% |