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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 | $28,350 | $75,935-62.7% | $60,547-53.2% | $125,389-77.4% |
| Participation rate | 54.2% | 76.5%-22.4pp | 68.0%-13.8pp | 83.2%-29.0pp |
| Annual return | 0.45% | -5.38%+5.8pp | 335.64%-335.2pp | 282.24%-281.8pp |
| Employer contribution / active EE | $972 | $3,438-71.7% | $2,419-59.8% | $4,866-80.0% |
| Participant deferral / active EE | $2,474 | $4,506-45.1% | $3,328-25.6% | $5,352-53.8% |
| Admin fee / account holder | $0 | $6,768-100.0% | $4,536-100.0% | $9,541-100.0% |