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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 | $25,744 | $91,911-72.0% | $68,612-62.5% | $135,380-81.0% |
| Participation rate | 66.7% | 76.7%-10.1pp | 72.2%-5.6pp | 82.6%-16.0pp |
| Annual return | -7.69% | -8.22%+0.5pp | -4.63%-3.1pp | 519.81%-527.5pp |
| Employer contribution / active EE | $896 | $3,924-77.2% | $2,625-65.9% | $4,779-81.2% |
| Participant deferral / active EE | $3,377 | $4,315-21.7% | $3,311+2.0% | $5,609-39.8% |
| Admin fee / account holder | $155 | $9,240-98.3% | $5,131-97.0% | $10,828-98.6% |