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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 | $50,686 | $87,546-42.1% | $75,784-33.1% | $125,389-59.6% |
| Participation rate | 69.6% | 80.2%-10.6pp | 75.8%-6.3pp | 83.2%-13.6pp |
| Annual return | -0.22% | 13.49%-13.7pp | 9.68%-9.9pp | 282.24%-282.5pp |
| Employer contribution / active EE | $6,186 | $3,930+57.4% | $3,323+86.1% | $4,866+27.1% |
| Participant deferral / active EE | $2,785 | $4,230-34.2% | $3,652-23.7% | $5,352-48.0% |
| Admin fee / account holder | $37 | $6,503-99.4% | $5,300-99.3% | $9,541-99.6% |