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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 | $45,293 | $107,809-58.0% | $90,657-50.0% | $135,380-66.5% |
| Participation rate | 57.1% | 78.0%-20.9pp | 74.0%-16.9pp | 82.6%-25.5pp |
| Annual return | -7.28% | -0.90%-6.4pp | 1.89%-9.2pp | 519.81%-527.1pp |
| Employer contribution / active EE | $2,079 | $3,018-31.1% | $2,532-17.9% | $4,779-56.5% |
| Participant deferral / active EE | $7,901 | $3,872+104.1% | $3,424+130.7% | $5,609+40.9% |
| Admin fee / account holder | $53 | $5,931-99.1% | $4,994-98.9% | $10,828-99.5% |