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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 | $26,877 | $64,729-58.5% | $112,263-76.1% | $68,490-60.8% |
| Participation rate | 56.2% | 67.2%-11.0pp | 75.1%-18.9pp | 67.9%-11.7pp |
| Annual return | -18.27% | -11.40%-6.9pp | 27.49%-45.8pp | -7.85%-10.4pp |
| Employer contribution / active EE | $1,501 | $2,746-45.4% | $3,636-58.7% | $2,597-42.2% |
| Participant deferral / active EE | $2,312 | $3,566-35.2% | $4,729-51.1% | $4,028-42.6% |
| Admin fee / account holder | $192 | $5,222-96.3% | $6,410-97.0% | $5,403-96.4% |