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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 | $22,647 | $84,518-73.2% | $67,704-66.5% | $125,389-81.9% |
| Participation rate | 56.3% | 74.8%-18.5pp | 67.5%-11.3pp | 83.2%-26.9pp |
| Annual return | -1.94% | 2.57%-4.5pp | 25.41%-27.3pp | 282.24%-284.2pp |
| Employer contribution / active EE | $444 | $3,292-86.5% | $2,559-82.6% | $4,866-90.9% |
| Participant deferral / active EE | $714 | $4,430-83.9% | $3,585-80.1% | $5,352-86.7% |
| Admin fee / account holder | $143 | $5,340-97.3% | $4,255-96.6% | $9,541-98.5% |