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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 | $45,129 | $113,941-60.4% | $94,229-52.1% | $125,389-64.0% |
| Participation rate | 33.3% | 82.9%-49.6pp | 78.8%-45.4pp | 83.2%-49.9pp |
| Annual return | -3.01% | 5.29%-8.3pp | 10.68%-13.7pp | 282.24%-285.3pp |
| Employer contribution / active EE | $2,040 | $4,727-56.8% | $3,587-43.1% | $4,866-58.1% |
| Participant deferral / active EE | $4,311 | $5,179-16.8% | $4,320-0.2% | $5,352-19.4% |
| Admin fee / account holder | $289 | $8,392-96.6% | $6,269-95.4% | $9,541-97.0% |