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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 | $16,564 | $73,848-77.6% | $143,799-88.5% | $68,486-75.8% |
| Participation rate | 58.8% | 66.7%-7.8pp | 80.3%-21.5pp | 67.9%-9.1pp |
| Annual return | -19.11% | 0.91%-20.0pp | -0.04%-19.1pp | -7.85%-11.3pp |
| Employer contribution / active EE | $1,315 | $3,184-58.7% | $4,952-73.4% | $2,597-49.4% |
| Participant deferral / active EE | $2,348 | $3,385-30.6% | $5,638-58.3% | $4,028-41.7% |
| Admin fee / account holder | $284 | $5,755-95.1% | $14,677-98.1% | $5,404-94.7% |