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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 | $36,331 | $62,583-41.9% | $76,767-52.7% | $64,173-43.4% |
| Participation rate | 37.5% | 72.8%-35.3pp | 77.0%-39.5pp | 69.6%-32.1pp |
| Annual return | -6.26% | -1.95%-4.3pp | 2.43%-8.7pp | 7.63%-13.9pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,619 | $3,145-48.5% | $3,852-58.0% | $3,470-53.3% |
| Admin fee / account holder | $238 | $4,667-94.9% | $6,675-96.4% | $4,887-95.1% |