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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 | $42,576 | $81,870-48.0% | $119,608-64.4% | $68,495-37.8% |
| Participation rate | 48.1% | 71.9%-23.7pp | 79.3%-31.1pp | 67.9%-19.7pp |
| Annual return | -16.65% | -23.82%+7.2pp | -14.98%-1.7pp | -7.84%-8.8pp |
| Employer contribution / active EE | $1,704 | $2,692-36.7% | $4,232-59.7% | $2,596-34.4% |
| Participant deferral / active EE | $3,046 | $4,148-26.6% | $5,601-45.6% | $4,028-24.4% |
| Admin fee / account holder | $0 | $6,583-100.0% | $10,326-100.0% | $5,403-100.0% |