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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 | $37,882 | $73,863-48.7% | $143,797-73.7% | $68,490-44.7% |
| Participation rate | 53.6% | 66.7%-13.1pp | 80.3%-26.7pp | 67.9%-14.3pp |
| Annual return | -18.31% | 0.91%-19.2pp | -0.04%-18.3pp | -7.85%-10.5pp |
| Employer contribution / active EE | $460 | $3,185-85.6% | $4,952-90.7% | $2,597-82.3% |
| Participant deferral / active EE | $2,061 | $3,385-39.1% | $5,638-63.4% | $4,028-48.8% |
| Admin fee / account holder | $56 | $5,756-99.0% | $14,679-99.6% | $5,403-99.0% |