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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 | $38,996 | $45,438-14.2% | $80,004-51.3% | $59,633-34.6% |
| Participation rate | 50.0% | 63.7%-13.7pp | 73.0%-23.0pp | 68.7%-18.7pp |
| Annual return | -2.41% | 5.10%-7.5pp | 7.63%-10.0pp | 2041.45%-2043.9pp |
| Employer contribution / active EE | $674 | $1,236-45.5% | $2,473-72.7% | $2,203-69.4% |
| Participant deferral / active EE | $1,131 | $2,231-49.3% | $3,204-64.7% | $3,192-64.6% |
| Admin fee / account holder | $0 | $3,464-100.0% | $5,033-100.0% | $4,297-100.0% |