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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 | $77,675 | $158,852-51.1% | $121,220-35.9% | $135,380-42.6% |
| Participation rate | 36.4% | 79.3%-42.9pp | 71.8%-35.4pp | 82.6%-46.3pp |
| Annual return | -7.72% | -0.64%-7.1pp | 16.94%-24.7pp | 519.81%-527.5pp |
| Employer contribution / active EE | $811 | $5,666-85.7% | $4,023-79.8% | $4,779-83.0% |
| Participant deferral / active EE | $3,399 | $4,006-15.2% | $3,345+1.6% | $5,609-39.4% |
| Admin fee / account holder | $48 | $6,515-99.3% | $5,021-99.1% | $10,828-99.6% |