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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 | $30,123 | $87,546-65.6% | $75,784-60.3% | $125,389-76.0% |
| Participation rate | 66.7% | 80.2%-13.5pp | 75.8%-9.2pp | 83.2%-16.5pp |
| Annual return | -0.93% | 13.49%-14.4pp | 9.68%-10.6pp | 282.24%-283.2pp |
| Employer contribution / active EE | $1,014 | $3,930-74.2% | $3,323-69.5% | $4,866-79.2% |
| Participant deferral / active EE | $3,004 | $4,230-29.0% | $3,652-17.7% | $5,352-43.9% |
| Admin fee / account holder | $229 | $6,503-96.5% | $5,300-95.7% | $9,541-97.6% |