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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 | $71,577 | $95,188-24.8% | $76,518-6.5% | $135,379-47.1% |
| Participation rate | 41.2% | 74.4%-33.2pp | 68.0%-26.8pp | 82.6%-41.5pp |
| Annual return | -4.44% | 4.85%-9.3pp | -0.27%-4.2pp | 519.79%-524.2pp |
| Employer contribution / active EE | $495 | $3,303-85.0% | $2,647-81.3% | $4,779-89.6% |
| Participant deferral / active EE | $918 | $4,640-80.2% | $3,836-76.1% | $5,609-83.6% |
| Admin fee / account holder | $288 | $6,249-95.4% | $4,849-94.1% | $10,828-97.3% |