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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 | $16,927 | $42,917-60.6% | $60,899-72.2% | $68,495-75.3% |
| Participation rate | 29.2% | 66.8%-37.6pp | 73.1%-43.9pp | 67.9%-38.7pp |
| Annual return | -13.14% | -13.99%+0.8pp | 16.92%-30.1pp | -7.84%-5.3pp |
| Employer contribution / active EE | $470 | $1,979-76.2% | $2,702-82.6% | $2,596-81.9% |
| Participant deferral / active EE | $1,200 | $2,867-58.1% | $3,817-68.6% | $4,028-70.2% |
| Admin fee / account holder | $298 | $3,102-90.4% | $3,225-90.8% | $5,403-94.5% |