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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 | $28,159 | $45,872-38.6% | $77,096-63.5% | $68,486-58.9% |
| Participation rate | 18.5% | 55.9%-37.4pp | 67.9%-49.4pp | 67.9%-49.4pp |
| Annual return | -18.95% | 1.73%-20.7pp | 42.35%-61.3pp | -7.85%-11.1pp |
| Employer contribution / active EE | $493 | $1,650-70.1% | $2,814-82.5% | $2,597-81.0% |
| Participant deferral / active EE | $1,438 | $2,963-51.5% | $4,429-67.5% | $4,028-64.3% |
| Admin fee / account holder | $0 | $3,041-100.0% | $5,428-100.0% | $5,404-100.0% |