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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 | $24,503 | $53,162-53.9% | $91,225-73.1% | $68,486-64.2% |
| Participation rate | 27.3% | 63.2%-35.9pp | 73.2%-45.9pp | 67.9%-40.6pp |
| Annual return | 0.66% | -3.14%+3.8pp | 114.12%-113.5pp | -7.85%+8.5pp |
| Employer contribution / active EE | $0 | $1,709-100.0% | $2,851-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,490 | $2,974-49.9% | $4,233-64.8% | $4,028-63.0% |
| Admin fee / account holder | $233 | $4,493-94.8% | $5,422-95.7% | $5,404-95.7% |