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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 | $51,288 | $107,806-52.4% | $90,655-43.4% | $135,382-62.1% |
| Participation rate | 54.5% | 78.0%-23.5pp | 74.0%-19.5pp | 82.6%-28.1pp |
| Annual return | -6.42% | -0.90%-5.5pp | 1.89%-8.3pp | 519.77%-526.2pp |
| Employer contribution / active EE | $190 | $3,018-93.7% | $2,532-92.5% | $4,779-96.0% |
| Participant deferral / active EE | $3,022 | $3,872-22.0% | $3,425-11.8% | $5,609-46.1% |
| Admin fee / account holder | $107 | $5,931-98.2% | $4,994-97.9% | $10,829-99.0% |