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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 | $27,817 | $211,946-86.9% | $169,452-83.6% | $135,382-79.5% |
| Participation rate | 52.6% | 82.6%-30.0pp | 77.8%-25.2pp | 82.6%-30.0pp |
| Annual return | -4.16% | 3.26%-7.4pp | 1.83%-6.0pp | 519.77%-523.9pp |
| Employer contribution / active EE | $971 | $5,117-81.0% | $4,157-76.6% | $4,779-79.7% |
| Participant deferral / active EE | $3,373 | $6,075-44.5% | $5,277-36.1% | $5,609-39.9% |
| Admin fee / account holder | $195 | $11,472-98.3% | $9,110-97.9% | $10,829-98.2% |