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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 | $46,890 | $57,352-18.2% | $83,830-44.1% | $64,173-26.9% |
| Participation rate | 66.7% | 68.6%-1.9pp | 76.1%-9.5pp | 69.6%-2.9pp |
| Annual return | -3.64% | 11.38%-15.0pp | 850.97%-854.6pp | 7.63%-11.3pp |
| Employer contribution / active EE | $658 | $2,546-74.1% | $3,631-81.9% | $2,381-72.3% |
| Participant deferral / active EE | $2,328 | $2,993-22.2% | $4,082-43.0% | $3,470-32.9% |
| Admin fee / account holder | $163 | $4,046-96.0% | $5,479-97.0% | $4,887-96.7% |