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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 | $49,335 | $61,660-20.0% | $80,022-38.3% | $64,173-23.1% |
| Participation rate | 60.0% | 71.7%-11.7pp | 75.8%-15.8pp | 69.6%-9.6pp |
| Annual return | -4.05% | -0.33%-3.7pp | 11.22%-15.3pp | 7.63%-11.7pp |
| Employer contribution / active EE | $515 | $1,810-71.6% | $2,468-79.1% | $2,381-78.4% |
| Participant deferral / active EE | $2,331 | $2,968-21.5% | $3,686-36.8% | $3,470-32.8% |
| Admin fee / account holder | $3 | $5,417-100.0% | $6,521-100.0% | $4,887-99.9% |