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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 | $4,852 | $25,979-81.3% | $71,778-93.2% | $68,490-92.9% |
| Participation rate | 47.4% | 54.5%-7.1pp | 62.3%-15.0pp | 67.9%-20.5pp |
| Annual return | 0.00% | -15.10%+15.1pp | 9.15%-9.2pp | -7.85%+7.9pp |
| Employer contribution / active EE | $905 | $900+0.5% | $1,704-46.9% | $2,597-65.1% |
| Participant deferral / active EE | $1,448 | $1,522-4.9% | $2,656-45.5% | $4,028-64.1% |
| Admin fee / account holder | $28 | $2,022-98.6% | $3,974-99.3% | $5,403-99.5% |