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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 | $15,504 | $54,357-71.5% | $82,706-81.3% | $68,495-77.4% |
| Participation rate | 44.1% | 63.9%-19.8pp | 72.6%-28.4pp | 67.9%-23.8pp |
| Annual return | 11.38% | -13.67%+25.0pp | 701.76%-690.4pp | -7.84%+19.2pp |
| Employer contribution / active EE | $1,218 | $2,218-45.1% | $3,007-59.5% | $2,596-53.1% |
| Participant deferral / active EE | $2,197 | $3,246-32.3% | $4,394-50.0% | $4,028-45.4% |
| Admin fee / account holder | $201 | $4,396-95.4% | $5,329-96.2% | $5,403-96.3% |