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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 | $72,409 | $97,881-26.0% | $80,004-9.5% | $125,389-42.3% |
| Participation rate | 68.4% | 77.9%-9.4pp | 73.0%-4.6pp | 83.2%-14.8pp |
| Annual return | -0.34% | 9.36%-9.7pp | 7.63%-8.0pp | 282.24%-282.6pp |
| Employer contribution / active EE | $634 | $3,128-79.7% | $2,473-74.4% | $4,866-87.0% |
| Participant deferral / active EE | $2,797 | $3,744-25.3% | $3,204-12.7% | $5,352-47.7% |
| Admin fee / account holder | $4 | $6,278-99.9% | $5,033-99.9% | $9,541-100.0% |