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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 | $10,570 | $73,848-85.7% | $143,799-92.6% | $68,486-84.6% |
| Participation rate | 46.4% | 66.7%-20.2pp | 80.3%-33.9pp | 67.9%-21.5pp |
| Annual return | -19.31% | 0.91%-20.2pp | -0.04%-19.3pp | -7.85%-11.5pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,337 | $3,385-1.4% | $5,638-40.8% | $4,028-17.1% |
| Admin fee / account holder | $58 | $5,755-99.0% | $14,677-99.6% | $5,404-98.9% |