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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 | $61,884 | $99,032-37.5% | $80,022-22.7% | $135,379-54.3% |
| Participation rate | 20.0% | 78.4%-58.4pp | 75.8%-55.8pp | 82.6%-62.6pp |
| Annual return | -8.61% | 15.39%-24.0pp | 11.22%-19.8pp | 519.79%-528.4pp |
| Employer contribution / active EE | $823 | $3,043-73.0% | $2,468-66.7% | $4,779-82.8% |
| Participant deferral / active EE | $4,966 | $4,282+16.0% | $3,686+34.7% | $5,609-11.5% |
| Admin fee / account holder | $1 | $10,436-100.0% | $6,521-100.0% | $10,828-100.0% |