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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 | $61,891 | $84,527-26.8% | $67,711-8.6% | $125,393-50.6% |
| Participation rate | 25.0% | 74.8%-49.8pp | 67.5%-42.5pp | 83.2%-58.2pp |
| Annual return | -2.85% | 2.57%-5.4pp | 25.41%-28.3pp | 282.23%-285.1pp |
| Employer contribution / active EE | $629 | $3,292-80.9% | $2,559-75.4% | $4,866-87.1% |
| Participant deferral / active EE | $1,062 | $4,429-76.0% | $3,585-70.4% | $5,351-80.2% |
| Admin fee / account holder | $0 | $5,340-100.0% | $4,255-100.0% | $9,541-100.0% |