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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 | $15,046 | $75,935-80.2% | $60,547-75.1% | $125,388-88.0% |
| Participation rate | 45.5% | 76.5%-31.1pp | 68.0%-22.5pp | 83.2%-37.7pp |
| Annual return | -0.54% | -5.38%+4.8pp | 335.64%-336.2pp | 282.24%-282.8pp |
| Employer contribution / active EE | $629 | $3,438-81.7% | $2,419-74.0% | $4,866-87.1% |
| Participant deferral / active EE | $1,397 | $4,506-69.0% | $3,328-58.0% | $5,352-73.9% |
| Admin fee / account holder | $0 | $6,768-100.0% | $4,536-100.0% | $9,541-100.0% |