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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 | $73,135 | $86,701-15.6% | $73,309-0.2% | $125,389-41.7% |
| Participation rate | 45.8% | 78.6%-32.8pp | 74.9%-29.1pp | 83.2%-37.4pp |
| Annual return | -0.56% | 2.78%-3.3pp | 5.67%-6.2pp | 282.24%-282.8pp |
| Employer contribution / active EE | $2,220 | $4,152-46.5% | $3,237-31.4% | $4,866-54.4% |
| Participant deferral / active EE | $2,392 | $5,549-56.9% | $4,991-52.1% | $5,352-55.3% |
| Admin fee / account holder | $30 | $7,768-99.6% | $5,635-99.5% | $9,541-99.7% |