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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 | $30,803 | $73,839-58.3% | $143,788-78.6% | $68,495-55.0% |
| Participation rate | 16.1% | 66.7%-50.5pp | 80.3%-64.2pp | 67.9%-51.8pp |
| Annual return | -16.07% | 1.01%-17.1pp | -0.03%-16.0pp | -7.84%-8.2pp |
| Employer contribution / active EE | $436 | $3,184-86.3% | $4,952-91.2% | $2,596-83.2% |
| Participant deferral / active EE | $965 | $3,384-71.5% | $5,638-82.9% | $4,028-76.1% |
| Admin fee / account holder | $9 | $5,755-99.8% | $14,675-99.9% | $5,403-99.8% |