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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 | $42,341 | $92,219-54.1% | $76,767-44.8% | $135,380-68.7% |
| Participation rate | 58.3% | 79.8%-21.4pp | 77.0%-18.6pp | 82.6%-24.3pp |
| Annual return | -8.26% | 5.46%-13.7pp | 2.43%-10.7pp | 519.81%-528.1pp |
| Employer contribution / active EE | $1,893 | $3,216-41.1% | $2,485-23.8% | $4,779-60.4% |
| Participant deferral / active EE | $4,193 | $4,508-7.0% | $3,852+8.9% | $5,609-25.2% |
| Admin fee / account holder | $75 | $10,749-99.3% | $6,675-98.9% | $10,828-99.3% |