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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 | $46,502 | $44,850+3.7% | $60,547-23.2% | $59,633-22.0% |
| Participation rate | 18.8% | 59.5%-40.7pp | 68.0%-49.2pp | 68.7%-49.9pp |
| Annual return | -2.07% | 1074.14%-1076.2pp | 335.64%-337.7pp | 2041.45%-2043.5pp |
| Employer contribution / active EE | $655 | $1,462-55.2% | $2,419-72.9% | $2,203-70.3% |
| Participant deferral / active EE | $1,007 | $2,230-54.9% | $3,328-69.7% | $3,192-68.5% |
| Admin fee / account holder | $160 | $3,635-95.6% | $4,536-96.5% | $4,297-96.3% |