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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 | $21,873 | $82,674-73.5% | $125,381-82.6% | $68,486-68.1% |
| Participation rate | 51.4% | 75.1%-23.6pp | 82.4%-31.0pp | 67.9%-16.5pp |
| Annual return | -1.88% | -5.97%+4.1pp | 572.31%-574.2pp | -7.85%+6.0pp |
| Employer contribution / active EE | $987 | $3,382-70.8% | $4,815-79.5% | $2,597-62.0% |
| Participant deferral / active EE | $5,022 | $6,111-17.8% | $7,448-32.6% | $4,028+24.7% |
| Admin fee / account holder | $208 | $6,277-96.7% | $10,007-97.9% | $5,404-96.2% |