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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 | $42,762 | $158,852-73.1% | $121,220-64.7% | $135,379-68.4% |
| Participation rate | 33.3% | 79.3%-46.0pp | 71.8%-38.4pp | 82.6%-49.3pp |
| Annual return | -1.71% | -0.64%-1.1pp | 16.94%-18.7pp | 519.79%-521.5pp |
| Employer contribution / active EE | $400 | $5,666-92.9% | $4,023-90.1% | $4,779-91.6% |
| Participant deferral / active EE | $800 | $4,006-80.0% | $3,345-76.1% | $5,609-85.7% |
| Admin fee / account holder | $50 | $6,515-99.2% | $5,021-99.0% | $10,828-99.5% |