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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 | $13,390 | $43,344-69.1% | $59,899-77.6% | $64,173-79.1% |
| Participation rate | 49.1% | 69.2%-20.1pp | 74.7%-25.6pp | 69.6%-20.5pp |
| Annual return | -6.28% | -1.55%-4.7pp | 3.46%-9.7pp | 7.63%-13.9pp |
| Employer contribution / active EE | $1,047 | $2,030-48.4% | $2,723-61.5% | $2,381-56.0% |
| Participant deferral / active EE | $2,070 | $2,547-18.8% | $3,402-39.2% | $3,470-40.4% |
| Admin fee / account holder | $50 | $3,008-98.4% | $3,592-98.6% | $4,887-99.0% |