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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 | $30,451 | $131,835-76.9% | $108,582-72.0% | $273,972-88.9% |
| Participation rate | 46.7% | 83.5%-36.8pp | 79.6%-32.9pp | 83.0%-36.3pp |
| Annual return | 8.95% | -91.57%+100.5pp | -51.70%+60.6pp | 41.46%-32.5pp |
| Employer contribution / active EE | $868 | $4,913-82.3% | $3,758-76.9% | $4,869-82.2% |
| Participant deferral / active EE | $2,255 | $5,127-56.0% | $4,311-47.7% | $5,287-57.3% |
| Admin fee / account holder | $257 | $10,253-97.5% | $7,645-96.6% | $10,133-97.5% |