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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 | $18,542 | $73,848-74.9% | $143,799-87.1% | $68,486-72.9% |
| Participation rate | 61.1% | 66.7%-5.5pp | 80.3%-19.2pp | 67.9%-6.8pp |
| Annual return | -18.87% | 0.91%-19.8pp | -0.04%-18.8pp | -7.85%-11.0pp |
| Employer contribution / active EE | $1,881 | $3,184-40.9% | $4,952-62.0% | $2,597-27.6% |
| Participant deferral / active EE | $3,585 | $3,385+5.9% | $5,638-36.4% | $4,028-11.0% |
| Admin fee / account holder | $165 | $5,755-97.1% | $14,677-98.9% | $5,404-96.9% |