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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 | $61,768 | $99,032-37.6% | $80,022-22.8% | $135,382-54.4% |
| Participation rate | 65.2% | 78.4%-13.1pp | 75.8%-10.6pp | 82.6%-17.4pp |
| Annual return | -5.99% | 15.39%-21.4pp | 11.22%-17.2pp | 519.77%-525.8pp |
| Employer contribution / active EE | $1,884 | $3,043-38.1% | $2,468-23.7% | $4,779-60.6% |
| Participant deferral / active EE | $3,091 | $4,282-27.8% | $3,686-16.1% | $5,609-44.9% |
| Admin fee / account holder | $5 | $10,436-100.0% | $6,521-99.9% | $10,829-100.0% |