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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 | $58,858 | $59,819-1.6% | $79,583-26.0% | $68,490-14.1% |
| Participation rate | 37.9% | 61.1%-23.1pp | 69.5%-31.6pp | 67.9%-30.0pp |
| Annual return | -19.29% | -12.30%-7.0pp | 0.16%-19.5pp | -7.85%-11.4pp |
| Employer contribution / active EE | $1,417 | $1,505-5.9% | $2,414-41.3% | $2,597-45.4% |
| Participant deferral / active EE | $2,842 | $3,025-6.0% | $3,986-28.7% | $4,028-29.4% |
| Admin fee / account holder | $0 | $4,835-100.0% | $6,835-100.0% | $5,403-100.0% |