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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 | $62,046 | $83,908-26.1% | $68,509-9.4% | $125,389-50.5% |
| Participation rate | 64.3% | 78.2%-13.9pp | 74.7%-10.4pp | 83.2%-18.9pp |
| Annual return | -2.83% | 14.48%-17.3pp | 8.27%-11.1pp | 282.24%-285.1pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $2,278-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,704 | $4,125-58.7% | $3,382-49.6% | $5,352-68.2% |
| Admin fee / account holder | $211 | $8,982-97.7% | $5,275-96.0% | $9,541-97.8% |