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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 | $17,038 | $87,546-80.5% | $75,784-77.5% | $125,389-86.4% |
| Participation rate | 43.5% | 80.2%-36.7pp | 75.8%-32.3pp | 83.2%-39.7pp |
| Annual return | -2.46% | 13.49%-15.9pp | 9.68%-12.1pp | 282.24%-284.7pp |
| Employer contribution / active EE | $1,526 | $3,930-61.2% | $3,323-54.1% | $4,866-68.7% |
| Participant deferral / active EE | $3,442 | $4,230-18.6% | $3,652-5.7% | $5,352-35.7% |
| Admin fee / account holder | $0 | $6,503-100.0% | $5,300-100.0% | $9,541-100.0% |