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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 | $16,329 | $42,383-61.5% | $76,523-78.7% | $64,181-74.6% |
| Participation rate | 7.4% | 58.1%-50.7pp | 68.0%-60.6pp | 69.6%-62.2pp |
| Annual return | 0.00% | -16.54%+16.5pp | -0.27%+0.3pp | 7.63%-7.6pp |
| Employer contribution / active EE | $209 | $1,563-86.6% | $2,647-92.1% | $2,381-91.2% |
| Participant deferral / active EE | $1,148 | $2,566-55.3% | $3,835-70.1% | $3,470-66.9% |
| Admin fee / account holder | $223 | $3,198-93.0% | $4,848-95.4% | $4,887-95.4% |