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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 | $21,452 | $49,280-56.5% | $67,313-68.1% | $64,181-66.6% |
| Participation rate | 40.5% | 60.8%-20.3pp | 69.1%-28.6pp | 69.6%-29.1pp |
| Annual return | -5.26% | -1.39%-3.9pp | -4.08%-1.2pp | 7.63%-12.9pp |
| Employer contribution / active EE | $1,360 | $1,668-18.5% | $2,566-47.0% | $2,381-42.9% |
| Participant deferral / active EE | $3,780 | $2,484+52.2% | $3,568+5.9% | $3,470+8.9% |
| Admin fee / account holder | $128 | $3,863-96.7% | $4,507-97.2% | $4,887-97.4% |