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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 | $32,573 | $97,881-66.7% | $80,004-59.3% | $125,389-74.0% |
| Participation rate | 62.5% | 77.9%-15.4pp | 73.0%-10.5pp | 83.2%-20.7pp |
| Annual return | -0.04% | 9.36%-9.4pp | 7.63%-7.7pp | 282.24%-282.3pp |
| Employer contribution / active EE | $1,663 | $3,128-46.8% | $2,473-32.7% | $4,866-65.8% |
| Participant deferral / active EE | $1,769 | $3,744-52.8% | $3,204-44.8% | $5,352-66.9% |
| Admin fee / account holder | $10 | $6,278-99.8% | $5,033-99.8% | $9,541-99.9% |