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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 | $69,680 | $91,911-24.2% | $68,612+1.6% | $135,379-48.5% |
| Participation rate | 58.3% | 76.7%-18.4pp | 72.2%-13.9pp | 82.6%-24.3pp |
| Annual return | 0.00% | -8.22%+8.2pp | -4.63%+4.6pp | 519.79%-519.8pp |
| Employer contribution / active EE | $861 | $3,924-78.1% | $2,625-67.2% | $4,779-82.0% |
| Participant deferral / active EE | $4,625 | $4,315+7.2% | $3,311+39.7% | $5,609-17.5% |
| Admin fee / account holder | $281 | $9,240-97.0% | $5,131-94.5% | $10,828-97.4% |