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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 | $31,951 | $87,546-63.5% | $75,784-57.8% | $125,389-74.5% |
| Participation rate | 50.0% | 80.2%-30.2pp | 75.8%-25.8pp | 83.2%-33.2pp |
| Annual return | -2.41% | 13.49%-15.9pp | 9.68%-12.1pp | 282.24%-284.7pp |
| Employer contribution / active EE | $1,487 | $3,930-62.2% | $3,323-55.3% | $4,866-69.4% |
| Participant deferral / active EE | $1,716 | $4,230-59.4% | $3,652-53.0% | $5,352-67.9% |
| Admin fee / account holder | $20 | $6,503-99.7% | $5,300-99.6% | $9,541-99.8% |