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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 | $42,364 | $61,660-31.3% | $80,022-47.1% | $64,173-34.0% |
| Participation rate | 50.0% | 71.7%-21.7pp | 75.8%-25.8pp | 69.6%-19.6pp |
| Annual return | -6.60% | -0.33%-6.3pp | 11.22%-17.8pp | 7.63%-14.2pp |
| Employer contribution / active EE | $610 | $1,810-66.3% | $2,468-75.3% | $2,381-74.4% |
| Participant deferral / active EE | $1,820 | $2,968-38.7% | $3,686-50.6% | $3,470-47.5% |
| Admin fee / account holder | $0 | $5,417-100.0% | $6,521-100.0% | $4,887-100.0% |