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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 | $54,400 | $59,813-9.1% | $79,580-31.6% | $68,486-20.6% |
| Participation rate | 33.3% | 61.1%-27.7pp | 69.5%-36.2pp | 67.9%-34.6pp |
| Annual return | -15.44% | -12.30%-3.1pp | 0.15%-15.6pp | -7.85%-7.6pp |
| Employer contribution / active EE | $818 | $1,505-45.7% | $2,413-66.1% | $2,597-68.5% |
| Participant deferral / active EE | $2,424 | $3,024-19.9% | $3,985-39.2% | $4,028-39.8% |
| Admin fee / account holder | $9 | $4,835-99.8% | $6,835-99.9% | $5,404-99.8% |