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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 | $27,420 | $99,032-72.3% | $80,022-65.7% | $135,382-79.7% |
| Participation rate | 54.5% | 78.4%-23.8pp | 75.8%-21.3pp | 82.6%-28.1pp |
| Annual return | -8.20% | 15.39%-23.6pp | 11.22%-19.4pp | 519.77%-528.0pp |
| Employer contribution / active EE | $1,420 | $3,043-53.3% | $2,468-42.4% | $4,779-70.3% |
| Participant deferral / active EE | $3,289 | $4,282-23.2% | $3,686-10.8% | $5,609-41.4% |
| Admin fee / account holder | $297 | $10,436-97.2% | $6,521-95.4% | $10,829-97.3% |