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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 | $62,789 | $95,188-34.0% | $76,518-17.9% | $135,379-53.6% |
| Participation rate | 50.0% | 74.4%-24.4pp | 68.0%-18.0pp | 82.6%-32.6pp |
| Annual return | -5.47% | 4.85%-10.3pp | -0.27%-5.2pp | 519.79%-525.3pp |
| Employer contribution / active EE | $2,750 | $3,303-16.7% | $2,647+3.9% | $4,779-42.5% |
| Participant deferral / active EE | $4,625 | $4,640-0.3% | $3,836+20.6% | $5,609-17.5% |
| Admin fee / account holder | $122 | $6,249-98.0% | $4,849-97.5% | $10,828-98.9% |