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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 | $37,150 | $56,197-33.9% | $67,652-45.1% | $59,633-37.7% |
| Participation rate | 58.9% | 71.5%-12.5pp | 75.7%-16.7pp | 68.7%-9.7pp |
| Annual return | -1.40% | 18508.10%-18509.5pp | 6625.40%-6626.8pp | 2041.45%-2042.9pp |
| Employer contribution / active EE | $1,652 | $1,615+2.3% | $2,266-27.1% | $2,203-25.0% |
| Participant deferral / active EE | $2,735 | $2,844-3.8% | $3,560-23.2% | $3,192-14.3% |
| Admin fee / account holder | $48 | $3,958-98.8% | $4,821-99.0% | $4,297-98.9% |