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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 | $51,185 | $85,790-40.3% | $67,313-24.0% | $135,382-62.2% |
| Participation rate | 60.0% | 76.5%-16.5pp | 69.1%-9.1pp | 82.6%-22.6pp |
| Annual return | -5.28% | -0.54%-4.7pp | -4.08%-1.2pp | 519.77%-525.1pp |
| Employer contribution / active EE | $2,131 | $3,487-38.9% | $2,566-16.9% | $4,779-55.4% |
| Participant deferral / active EE | $4,200 | $4,651-9.7% | $3,568+17.7% | $5,609-25.1% |
| Admin fee / account holder | $53 | $6,392-99.2% | $4,507-98.8% | $10,829-99.5% |