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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 | $78,875 | $92,219-14.5% | $76,767+2.7% | $135,380-41.7% |
| Participation rate | 47.1% | 79.8%-32.7pp | 77.0%-29.9pp | 82.6%-35.6pp |
| Annual return | -6.20% | 5.46%-11.7pp | 2.43%-8.6pp | 519.81%-526.0pp |
| Employer contribution / active EE | $1,353 | $3,216-57.9% | $2,485-45.6% | $4,779-71.7% |
| Participant deferral / active EE | $4,426 | $4,508-1.8% | $3,852+14.9% | $5,609-21.1% |
| Admin fee / account holder | $15 | $10,749-99.9% | $6,675-99.8% | $10,828-99.9% |