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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 | $34,552 | $84,518-59.1% | $67,704-49.0% | $125,389-72.4% |
| Participation rate | 37.5% | 74.8%-37.3pp | 67.5%-30.0pp | 83.2%-45.7pp |
| Annual return | -0.73% | 2.57%-3.3pp | 25.41%-26.1pp | 282.24%-283.0pp |
| Employer contribution / active EE | $9,367 | $3,292+184.5% | $2,559+266.0% | $4,866+92.5% |
| Participant deferral / active EE | $9,756 | $4,430+120.2% | $3,585+172.1% | $5,352+82.3% |
| Admin fee / account holder | $32 | $5,340-99.4% | $4,255-99.3% | $9,541-99.7% |