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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 | $13,395 | $46,689-71.3% | $117,498-88.6% | $68,495-80.4% |
| Participation rate | 22.9% | 56.8%-33.9pp | 70.6%-47.7pp | 67.9%-45.0pp |
| Annual return | -14.08% | -14.52%+0.4pp | 29.75%-43.8pp | -7.84%-6.2pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $4,178-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,029 | $2,637-61.0% | $4,071-74.7% | $4,028-74.4% |
| Admin fee / account holder | $10 | $4,021-99.7% | $5,646-99.8% | $5,403-99.8% |