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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 | $41,845 | $131,835-68.3% | $108,582-61.5% | $273,972-84.7% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.6%-12.9pp | 83.0%-16.3pp |
| Annual return | 3.67% | -91.57%+95.2pp | -51.70%+55.4pp | 41.46%-37.8pp |
| Employer contribution / active EE | $1,240 | $4,913-74.8% | $3,758-67.0% | $4,869-74.5% |
| Participant deferral / active EE | $3,720 | $5,127-27.4% | $4,311-13.7% | $5,287-29.6% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |