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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 | $16,897 | $54,726-69.1% | $68,793-75.4% | $64,181-73.7% |
| Participation rate | 65.5% | 68.0%-2.5pp | 72.2%-6.7pp | 69.6%-4.1pp |
| Annual return | -7.58% | -1.62%-6.0pp | -4.63%-2.9pp | 7.63%-15.2pp |
| Employer contribution / active EE | $984 | $1,846-46.7% | $2,625-62.5% | $2,381-58.7% |
| Participant deferral / active EE | $2,560 | $2,626-2.5% | $3,311-22.7% | $3,470-26.2% |
| Admin fee / account holder | $200 | $4,027-95.0% | $5,131-96.1% | $4,887-95.9% |