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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 | $22,911 | $49,280-53.5% | $67,313-66.0% | $64,173-64.3% |
| Participation rate | 54.8% | 60.8%-6.0pp | 69.1%-14.3pp | 69.6%-14.8pp |
| Annual return | -3.95% | -1.39%-2.6pp | -4.08%+0.1pp | 7.63%-11.6pp |
| Employer contribution / active EE | $1,096 | $1,668-34.3% | $2,566-57.3% | $2,381-54.0% |
| Participant deferral / active EE | $1,910 | $2,484-23.1% | $3,568-46.5% | $3,470-44.9% |
| Admin fee / account holder | $216 | $3,863-94.4% | $4,507-95.2% | $4,887-95.6% |