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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 | $61,301 | $83,908-26.9% | $68,509-10.5% | $125,389-51.1% |
| Participation rate | 62.5% | 78.2%-15.7pp | 74.7%-12.2pp | 83.2%-20.7pp |
| Annual return | -2.45% | 14.48%-16.9pp | 8.27%-10.7pp | 282.24%-284.7pp |
| Employer contribution / active EE | $1,136 | $3,031-62.5% | $2,278-50.1% | $4,866-76.7% |
| Participant deferral / active EE | $1,391 | $4,125-66.3% | $3,382-58.9% | $5,352-74.0% |
| Admin fee / account holder | $263 | $8,982-97.1% | $5,275-95.0% | $9,541-97.2% |