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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 | $65,631 | $113,941-42.4% | $94,229-30.3% | $125,389-47.7% |
| Participation rate | 50.0% | 82.9%-32.9pp | 78.8%-28.8pp | 83.2%-33.2pp |
| Annual return | -0.59% | 5.29%-5.9pp | 10.68%-11.3pp | 282.24%-282.8pp |
| Employer contribution / active EE | $1,171 | $4,727-75.2% | $3,587-67.3% | $4,866-75.9% |
| Participant deferral / active EE | $4,392 | $5,179-15.2% | $4,320+1.6% | $5,352-17.9% |
| Admin fee / account holder | $199 | $8,392-97.6% | $6,269-96.8% | $9,541-97.9% |