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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 | $17,300 | $107,809-84.0% | $90,657-80.9% | $135,380-87.2% |
| Participation rate | 66.7% | 78.0%-11.4pp | 74.0%-7.4pp | 82.6%-16.0pp |
| Annual return | -6.66% | -0.90%-5.8pp | 1.89%-8.5pp | 519.81%-526.5pp |
| Employer contribution / active EE | $1,105 | $3,018-63.4% | $2,532-56.4% | $4,779-76.9% |
| Participant deferral / active EE | $1,442 | $3,872-62.8% | $3,424-57.9% | $5,609-74.3% |
| Admin fee / account holder | $201 | $5,931-96.6% | $4,994-96.0% | $10,828-98.1% |