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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 | $32,303 | $72,404-55.4% | $110,243-70.7% | $64,173-49.7% |
| Participation rate | 64.1% | 73.3%-9.2pp | 79.8%-15.7pp | 69.6%-5.5pp |
| Annual return | -7.47% | -6.29%-1.2pp | 314.76%-322.2pp | 7.63%-15.1pp |
| Employer contribution / active EE | $1,586 | $2,282-30.5% | $3,827-58.5% | $2,381-33.4% |
| Participant deferral / active EE | $3,106 | $3,469-10.5% | $4,672-33.5% | $3,470-10.5% |
| Admin fee / account holder | $97 | $5,664-98.3% | $8,548-98.9% | $4,887-98.0% |