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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 | $29,231 | $65,704-55.5% | $94,229-69.0% | $59,633-51.0% |
| Participation rate | 54.2% | 72.1%-18.0pp | 78.8%-24.6pp | 68.7%-14.5pp |
| Annual return | -1.84% | 5.22%-7.1pp | 10.68%-12.5pp | 2041.45%-2043.3pp |
| Employer contribution / active EE | $564 | $2,021-72.1% | $3,587-84.3% | $2,203-74.4% |
| Participant deferral / active EE | $1,496 | $3,143-52.4% | $4,320-65.4% | $3,192-53.1% |
| Admin fee / account holder | $106 | $4,265-97.5% | $6,269-98.3% | $4,297-97.5% |