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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 | $30,388 | $211,946-85.7% | $169,452-82.1% | $135,379-77.6% |
| Participation rate | 50.0% | 82.6%-32.6pp | 77.8%-27.8pp | 82.6%-32.6pp |
| Annual return | -2.24% | 3.26%-5.5pp | 1.83%-4.1pp | 519.79%-522.0pp |
| Employer contribution / active EE | $720 | $5,117-85.9% | $4,157-82.7% | $4,779-84.9% |
| Participant deferral / active EE | $1,850 | $6,075-69.6% | $5,277-64.9% | $5,609-67.0% |
| Admin fee / account holder | $148 | $11,472-98.7% | $9,110-98.4% | $10,828-98.6% |