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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 | $13,705 | $46,697-70.7% | $117,529-88.3% | $68,490-80.0% |
| Participation rate | 54.8% | 56.8%-1.9pp | 70.6%-15.8pp | 67.9%-13.1pp |
| Annual return | 0.00% | -14.52%+14.5pp | 29.77%-29.8pp | -7.85%+7.9pp |
| Employer contribution / active EE | $2,562 | $1,506+70.2% | $4,179-38.7% | $2,597-1.3% |
| Participant deferral / active EE | $5,189 | $2,637+96.8% | $4,072+27.4% | $4,028+28.8% |
| Admin fee / account holder | $228 | $4,023-94.3% | $5,645-96.0% | $5,403-95.8% |