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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 | $46,484 | $56,339-17.5% | $104,299-55.4% | $68,490-32.1% |
| Participation rate | 33.3% | 63.3%-29.9pp | 73.3%-39.9pp | 67.9%-34.6pp |
| Annual return | -15.87% | -9.19%-6.7pp | 24.62%-40.5pp | -7.85%-8.0pp |
| Employer contribution / active EE | $953 | $1,960-51.4% | $3,373-71.7% | $2,597-63.3% |
| Participant deferral / active EE | $2,178 | $3,077-29.2% | $4,626-52.9% | $4,028-45.9% |
| Admin fee / account holder | $0 | $4,902-100.0% | $7,339-100.0% | $5,403-100.0% |