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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 | $44,752 | $59,834-25.2% | $79,576-43.8% | $68,495-34.7% |
| Participation rate | 16.1% | 61.1%-44.9pp | 69.5%-53.4pp | 67.9%-51.8pp |
| Annual return | -17.99% | -12.30%-5.7pp | 0.15%-18.1pp | -7.84%-10.2pp |
| Employer contribution / active EE | $627 | $1,505-58.4% | $2,413-74.0% | $2,596-75.9% |
| Participant deferral / active EE | $1,726 | $3,024-42.9% | $3,985-56.7% | $4,028-57.1% |
| Admin fee / account holder | $20 | $4,835-99.6% | $6,834-99.7% | $5,403-99.6% |