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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 | $34,567 | $77,817-55.6% | $123,553-72.0% | $64,173-46.1% |
| Participation rate | 67.7% | 74.7%-7.0pp | 82.3%-14.6pp | 69.6%-1.8pp |
| Annual return | -1.64% | 12.49%-14.1pp | 119.21%-120.8pp | 7.63%-9.3pp |
| Employer contribution / active EE | $1,305 | $3,014-56.7% | $4,628-71.8% | $2,381-45.2% |
| Participant deferral / active EE | $3,138 | $5,240-40.1% | $6,426-51.2% | $3,470-9.6% |
| Admin fee / account holder | $14 | $5,519-99.8% | $9,284-99.9% | $4,887-99.7% |