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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 | $38,397 | $77,816-50.7% | $123,549-68.9% | $64,181-40.2% |
| Participation rate | 31.0% | 74.7%-43.7pp | 82.3%-51.3pp | 69.6%-38.5pp |
| Annual return | -7.73% | 12.49%-20.2pp | 119.20%-126.9pp | 7.63%-15.4pp |
| Employer contribution / active EE | $1,625 | $3,014-46.1% | $4,628-64.9% | $2,381-31.7% |
| Participant deferral / active EE | $2,492 | $5,240-52.4% | $6,426-61.2% | $3,470-28.2% |
| Admin fee / account holder | $0 | $5,519-100.0% | $9,284-100.0% | $4,887-100.0% |