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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 | $43,724 | $167,533-73.9% | $151,645-71.2% | $134,545-67.5% |
| Participation rate | 25.0% | 88.4%-63.4pp | 87.5%-62.5pp | 81.2%-56.2pp |
| Annual return | -7.72% | 7.81%-15.5pp | 3.34%-11.1pp | 418.37%-426.1pp |
| Employer contribution / active EE | $1,843 | $6,828-73.0% | $6,165-70.1% | $4,742-61.1% |
| Participant deferral / active EE | $3,686 | $8,985-59.0% | $8,363-55.9% | $6,401-42.4% |
| Admin fee / account holder | $121 | $13,781-99.1% | $11,614-99.0% | $11,431-98.9% |