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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 | $56,592 | $92,219-38.6% | $76,766-26.3% | $135,382-58.2% |
| Participation rate | 46.7% | 79.8%-33.1pp | 77.0%-30.3pp | 82.6%-36.0pp |
| Annual return | -4.94% | 5.46%-10.4pp | 2.43%-7.4pp | 519.77%-524.7pp |
| Employer contribution / active EE | $1,214 | $3,216-62.2% | $2,485-51.1% | $4,779-74.6% |
| Participant deferral / active EE | $4,181 | $4,508-7.3% | $3,851+8.6% | $5,609-25.5% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,829-100.0% |