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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 | $37,293 | $131,835-71.7% | $108,582-65.7% | $273,972-86.4% |
| Participation rate | 61.5% | 83.5%-21.9pp | 79.6%-18.0pp | 83.0%-21.5pp |
| Annual return | 4.11% | -91.57%+95.7pp | -51.70%+55.8pp | 41.46%-37.3pp |
| Employer contribution / active EE | $2,014 | $4,913-59.0% | $3,758-46.4% | $4,869-58.6% |
| Participant deferral / active EE | $2,385 | $5,127-53.5% | $4,311-44.7% | $5,287-54.9% |
| Admin fee / account holder | $77 | $10,253-99.2% | $7,645-99.0% | $10,133-99.2% |