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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 | $19,710 | $42,909-54.1% | $60,906-67.6% | $68,486-71.2% |
| Participation rate | 57.9% | 66.8%-8.9pp | 73.1%-15.2pp | 67.9%-10.0pp |
| Annual return | -12.91% | -13.99%+1.1pp | 16.94%-29.9pp | -7.85%-5.1pp |
| Employer contribution / active EE | $590 | $1,979-70.2% | $2,703-78.2% | $2,597-77.3% |
| Participant deferral / active EE | $1,059 | $2,866-63.1% | $3,814-72.2% | $4,028-73.7% |
| Admin fee / account holder | $284 | $3,104-90.8% | $3,227-91.2% | $5,404-94.7% |