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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 | $15,397 | $63,471-75.7% | $68,808-77.6% | $66,938-77.0% |
| Participation rate | 38.7% | 60.0%-21.3pp | 69.0%-30.3pp | 69.8%-31.1pp |
| Annual return | -17.57% | -8.29%-9.3pp | -6.37%-11.2pp | 1.58%-19.1pp |
| Employer contribution / active EE | $1,006 | $1,776-43.3% | $2,656-62.1% | $2,545-60.5% |
| Participant deferral / active EE | $1,507 | $2,946-48.9% | $3,942-61.8% | $4,238-64.4% |
| Admin fee / account holder | $254 | $578-56.0% | $4,936-94.8% | $594-57.1% |