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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 | $29,948 | $49,280-39.2% | $67,313-55.5% | $64,173-53.3% |
| Participation rate | 43.9% | 60.8%-16.9pp | 69.1%-25.2pp | 69.6%-25.7pp |
| Annual return | -7.11% | -1.39%-5.7pp | -4.08%-3.0pp | 7.63%-14.7pp |
| Employer contribution / active EE | $1,054 | $1,668-36.8% | $2,566-58.9% | $2,381-55.7% |
| Participant deferral / active EE | $1,878 | $2,484-24.4% | $3,568-47.4% | $3,470-45.9% |
| Admin fee / account holder | $277 | $3,863-92.8% | $4,507-93.9% | $4,887-94.3% |