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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 | $15,498 | $73,863-79.0% | $143,797-89.2% | $68,490-77.4% |
| Participation rate | 40.0% | 66.7%-26.7pp | 80.3%-40.3pp | 67.9%-27.9pp |
| Annual return | -12.48% | 0.91%-13.4pp | -0.04%-12.4pp | -7.85%-4.6pp |
| Employer contribution / active EE | $898 | $3,185-71.8% | $4,952-81.9% | $2,597-65.4% |
| Participant deferral / active EE | $1,554 | $3,385-54.1% | $5,638-72.4% | $4,028-61.4% |
| Admin fee / account holder | $18 | $5,756-99.7% | $14,679-99.9% | $5,403-99.7% |