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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 | $79,070 | $131,835-40.0% | $108,582-27.2% | $273,972-71.1% |
| Participation rate | 50.0% | 83.5%-33.5pp | 79.6%-29.6pp | 83.0%-33.0pp |
| Annual return | 5.24% | -91.57%+96.8pp | -51.70%+56.9pp | 41.46%-36.2pp |
| Employer contribution / active EE | $1,101 | $4,913-77.6% | $3,758-70.7% | $4,869-77.4% |
| Participant deferral / active EE | $3,900 | $5,127-23.9% | $4,311-9.5% | $5,287-26.2% |
| Admin fee / account holder | $31 | $10,253-99.7% | $7,645-99.6% | $10,133-99.7% |