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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 | $18,097 | $73,848-75.5% | $143,799-87.4% | $68,486-73.6% |
| Participation rate | 52.0% | 66.7%-14.7pp | 80.3%-28.3pp | 67.9%-15.9pp |
| Annual return | -13.79% | 0.91%-14.7pp | -0.04%-13.7pp | -7.85%-5.9pp |
| Employer contribution / active EE | $930 | $3,184-70.8% | $4,952-81.2% | $2,597-64.2% |
| Participant deferral / active EE | $3,852 | $3,385+13.8% | $5,638-31.7% | $4,028-4.4% |
| Admin fee / account holder | $0 | $5,755-100.0% | $14,677-100.0% | $5,404-100.0% |