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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 | $40,345 | $158,852-74.6% | $121,220-66.7% | $135,379-70.2% |
| Participation rate | 37.5% | 79.3%-41.8pp | 71.8%-34.3pp | 82.6%-45.1pp |
| Annual return | -8.72% | -0.64%-8.1pp | 16.94%-25.7pp | 519.79%-528.5pp |
| Employer contribution / active EE | $279 | $5,666-95.1% | $4,023-93.1% | $4,779-94.2% |
| Participant deferral / active EE | $839 | $4,006-79.0% | $3,345-74.9% | $5,609-85.0% |
| Admin fee / account holder | $288 | $6,515-95.6% | $5,021-94.3% | $10,828-97.3% |