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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 | $32,228 | $64,719-50.2% | $112,249-71.3% | $68,486-52.9% |
| Participation rate | 48.5% | 67.2%-18.7pp | 75.1%-26.6pp | 67.9%-19.4pp |
| Annual return | 0.00% | -11.40%+11.4pp | 27.48%-27.5pp | -7.85%+7.9pp |
| Employer contribution / active EE | $1,121 | $2,747-59.2% | $3,636-69.2% | $2,597-56.8% |
| Participant deferral / active EE | $3,966 | $3,565+11.2% | $4,729-16.1% | $4,028-1.5% |
| Admin fee / account holder | $285 | $5,232-94.6% | $6,412-95.6% | $5,404-94.7% |