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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 | $43,347 | $140,592-69.2% | $123,105-64.8% | $125,389-65.4% |
| Participation rate | 50.0% | 88.2%-38.2pp | 86.8%-36.8pp | 83.2%-33.2pp |
| Annual return | -1.81% | 16.80%-18.6pp | 13.22%-15.0pp | 282.24%-284.1pp |
| Employer contribution / active EE | $1,350 | $6,041-77.7% | $5,151-73.8% | $4,866-72.3% |
| Participant deferral / active EE | $5,094 | $6,980-27.0% | $6,229-18.2% | $5,352-4.8% |
| Admin fee / account holder | $6 | $11,198-99.9% | $9,014-99.9% | $9,541-99.9% |