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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 | $16,451 | $42,383-61.2% | $76,518-78.5% | $64,173-74.4% |
| Participation rate | 68.0% | 58.1%+9.9pp | 68.0%0pp | 69.6%-1.6pp |
| Annual return | -5.93% | -16.54%+10.6pp | -0.27%-5.7pp | 7.63%-13.6pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,758 | $2,566-31.5% | $3,836-54.2% | $3,470-49.3% |
| Admin fee / account holder | $199 | $3,198-93.8% | $4,849-95.9% | $4,887-95.9% |