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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 | $51,611 | $73,848-30.1% | $143,799-64.1% | $68,486-24.6% |
| Participation rate | 36.0% | 66.7%-30.7pp | 80.3%-44.3pp | 67.9%-31.9pp |
| Annual return | -8.37% | 0.91%-9.3pp | -0.04%-8.3pp | -7.85%-0.5pp |
| Employer contribution / active EE | $853 | $3,184-73.2% | $4,952-82.8% | $2,597-67.2% |
| Participant deferral / active EE | $1,738 | $3,385-48.7% | $5,638-69.2% | $4,028-56.9% |
| Admin fee / account holder | $247 | $5,755-95.7% | $14,677-98.3% | $5,404-95.4% |