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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 | $24,442 | $42,910-43.0% | $60,919-59.9% | $68,490-64.3% |
| Participation rate | 46.2% | 66.8%-20.6pp | 73.1%-26.9pp | 67.9%-21.7pp |
| Annual return | -13.21% | -13.99%+0.8pp | 16.96%-30.2pp | -7.85%-5.4pp |
| Employer contribution / active EE | $1,083 | $1,978-45.2% | $2,704-59.9% | $2,597-58.3% |
| Participant deferral / active EE | $1,704 | $2,866-40.5% | $3,814-55.3% | $4,028-57.7% |
| Admin fee / account holder | $0 | $3,104-100.0% | $3,228-100.0% | $5,403-100.0% |