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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 | $45,071 | $48,267-6.6% | $68,808-34.5% | $68,486-34.2% |
| Participation rate | 26.9% | 60.7%-33.7pp | 69.0%-42.1pp | 67.9%-41.0pp |
| Annual return | -15.33% | -12.70%-2.6pp | -6.37%-9.0pp | -7.85%-7.5pp |
| Employer contribution / active EE | $886 | $1,829-51.6% | $2,656-66.6% | $2,597-65.9% |
| Participant deferral / active EE | $1,477 | $2,867-48.5% | $3,942-62.5% | $4,028-63.3% |
| Admin fee / account holder | $0 | $4,362-100.0% | $4,936-100.0% | $5,404-100.0% |