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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 | $32,481 | $87,546-62.9% | $75,784-57.1% | $125,389-74.1% |
| Participation rate | 66.7% | 80.2%-13.5pp | 75.8%-9.2pp | 83.2%-16.5pp |
| Annual return | -2.17% | 13.49%-15.7pp | 9.68%-11.9pp | 282.24%-284.4pp |
| Employer contribution / active EE | $900 | $3,930-77.1% | $3,323-72.9% | $4,866-81.5% |
| Participant deferral / active EE | $2,022 | $4,230-52.2% | $3,652-44.6% | $5,352-62.2% |
| Admin fee / account holder | $119 | $6,503-98.2% | $5,300-97.8% | $9,541-98.8% |