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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 | $59,686 | $211,946-71.8% | $169,452-64.8% | $135,379-55.9% |
| Participation rate | 58.8% | 82.6%-23.8pp | 77.8%-19.0pp | 82.6%-23.8pp |
| Annual return | -5.45% | 3.26%-8.7pp | 1.83%-7.3pp | 519.79%-525.2pp |
| Employer contribution / active EE | $928 | $5,117-81.9% | $4,157-77.7% | $4,779-80.6% |
| Participant deferral / active EE | $2,072 | $6,075-65.9% | $5,277-60.7% | $5,609-63.1% |
| Admin fee / account holder | $292 | $11,472-97.5% | $9,110-96.8% | $10,828-97.3% |