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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 | $14,785 | $73,848-80.0% | $143,799-89.7% | $68,486-78.4% |
| Participation rate | 24.4% | 66.7%-42.2pp | 80.3%-55.9pp | 67.9%-43.4pp |
| Annual return | -7.66% | 0.91%-8.6pp | -0.04%-7.6pp | -7.85%+0.2pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,923 | $3,385-43.2% | $5,638-65.9% | $4,028-52.3% |
| Admin fee / account holder | $138 | $5,755-97.6% | $14,677-99.1% | $5,404-97.5% |