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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 | $12,431 | $73,848-83.2% | $143,799-91.4% | $68,486-81.8% |
| Participation rate | 39.3% | 66.7%-27.4pp | 80.3%-41.0pp | 67.9%-28.6pp |
| Annual return | -17.51% | 0.91%-18.4pp | -0.04%-17.5pp | -7.85%-9.7pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,360 | $3,385-59.8% | $5,638-75.9% | $4,028-66.2% |
| Admin fee / account holder | $248 | $5,755-95.7% | $14,677-98.3% | $5,404-95.4% |