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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 | $49,760 | $84,518-41.1% | $67,704-26.5% | $125,389-60.3% |
| Participation rate | 12.5% | 74.8%-62.3pp | 67.5%-55.0pp | 83.2%-70.7pp |
| Annual return | -1.96% | 2.57%-4.5pp | 25.41%-27.4pp | 282.24%-284.2pp |
| Employer contribution / active EE | $301 | $3,292-90.9% | $2,559-88.3% | $4,866-93.8% |
| Participant deferral / active EE | $1,816 | $4,430-59.0% | $3,585-49.4% | $5,352-66.1% |
| Admin fee / account holder | $0 | $5,340-100.0% | $4,255-100.0% | $9,541-100.0% |