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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 | $15,423 | $73,863-79.1% | $143,797-89.3% | $68,490-77.5% |
| Participation rate | 60.2% | 66.7%-6.4pp | 80.3%-20.1pp | 67.9%-7.7pp |
| Annual return | -18.66% | 0.91%-19.6pp | -0.04%-18.6pp | -7.85%-10.8pp |
| Employer contribution / active EE | $1,682 | $3,185-47.2% | $4,952-66.0% | $2,597-35.2% |
| Participant deferral / active EE | $3,904 | $3,385+15.4% | $5,638-30.8% | $4,028-3.1% |
| Admin fee / account holder | $218 | $5,756-96.2% | $14,679-98.5% | $5,403-96.0% |