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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 | $44,914 | $42,910+4.7% | $60,919-26.3% | $68,490-34.4% |
| Participation rate | 53.7% | 66.8%-13.1pp | 73.1%-19.4pp | 67.9%-14.2pp |
| Annual return | -16.28% | -13.99%-2.3pp | 16.96%-33.2pp | -7.85%-8.4pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,704-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,386 | $2,866-16.7% | $3,814-37.4% | $4,028-40.8% |
| Admin fee / account holder | $12 | $3,104-99.6% | $3,228-99.6% | $5,403-99.8% |