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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 | $84,230 | $95,193-11.5% | $76,523+10.1% | $135,382-37.8% |
| Participation rate | 66.7% | 74.4%-7.7pp | 68.0%-1.3pp | 82.6%-16.0pp |
| Annual return | -6.30% | 4.85%-11.1pp | -0.27%-6.0pp | 519.77%-526.1pp |
| Employer contribution / active EE | $824 | $3,302-75.0% | $2,647-68.9% | $4,779-82.8% |
| Participant deferral / active EE | $3,626 | $4,639-21.8% | $3,835-5.5% | $5,609-35.3% |
| Admin fee / account holder | $63 | $6,249-99.0% | $4,848-98.7% | $10,829-99.4% |