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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 | $91,523 | $95,188-3.8% | $76,518+19.6% | $135,380-32.4% |
| Participation rate | 50.0% | 74.4%-24.4pp | 68.0%-18.0pp | 82.6%-32.6pp |
| Annual return | -7.01% | 4.85%-11.9pp | -0.27%-6.7pp | 519.81%-526.8pp |
| Employer contribution / active EE | $692 | $3,303-79.1% | $2,647-73.9% | $4,779-85.5% |
| Participant deferral / active EE | $848 | $4,640-81.7% | $3,836-77.9% | $5,609-84.9% |
| Admin fee / account holder | $2 | $6,249-100.0% | $4,849-100.0% | $10,828-100.0% |