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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 | $48,398 | $81,870-40.9% | $119,622-59.5% | $68,486-29.3% |
| Participation rate | 61.3% | 71.9%-10.6pp | 79.3%-18.0pp | 67.9%-6.6pp |
| Annual return | -15.02% | -23.82%+8.8pp | -14.98%0pp | -7.85%-7.2pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,047 | $4,148-50.7% | $5,601-63.5% | $4,028-49.2% |
| Admin fee / account holder | $186 | $6,583-97.2% | $10,328-98.2% | $5,404-96.5% |