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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 | $53,746 | $42,383+26.8% | $76,523-29.8% | $64,181-16.3% |
| Participation rate | 8.8% | 58.1%-49.3pp | 68.0%-59.2pp | 69.6%-60.7pp |
| Annual return | -4.33% | -16.54%+12.2pp | -0.27%-4.1pp | 7.63%-12.0pp |
| Employer contribution / active EE | $333 | $1,563-78.7% | $2,647-87.4% | $2,381-86.0% |
| Participant deferral / active EE | $765 | $2,566-70.2% | $3,835-80.1% | $3,470-78.0% |
| Admin fee / account holder | $7 | $3,198-99.8% | $4,848-99.9% | $4,887-99.9% |