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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 | $41,079 | $73,848-44.4% | $143,799-71.4% | $68,486-40.0% |
| Participation rate | 23.3% | 66.7%-43.3pp | 80.3%-57.0pp | 67.9%-44.6pp |
| Annual return | -15.82% | 0.91%-16.7pp | -0.04%-15.8pp | -7.85%-8.0pp |
| Employer contribution / active EE | $440 | $3,184-86.2% | $4,952-91.1% | $2,597-83.1% |
| Participant deferral / active EE | $2,467 | $3,385-27.1% | $5,638-56.2% | $4,028-38.7% |
| Admin fee / account holder | $222 | $5,755-96.1% | $14,677-98.5% | $5,404-95.9% |