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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 | $25,413 | $81,870-69.0% | $119,622-78.8% | $68,486-62.9% |
| Participation rate | 44.2% | 71.9%-27.7pp | 79.3%-35.0pp | 67.9%-23.7pp |
| Annual return | -17.94% | -23.82%+5.9pp | -14.98%-3.0pp | -7.85%-10.1pp |
| Employer contribution / active EE | $1,309 | $2,692-51.4% | $4,232-69.1% | $2,597-49.6% |
| Participant deferral / active EE | $3,113 | $4,148-24.9% | $5,601-44.4% | $4,028-22.7% |
| Admin fee / account holder | $211 | $6,583-96.8% | $10,328-98.0% | $5,404-96.1% |