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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 | $33,034 | $131,835-74.9% | $108,582-69.6% | $273,972-87.9% |
| Participation rate | 56.3% | 83.5%-27.2pp | 79.6%-23.3pp | 83.0%-26.8pp |
| Annual return | 7.74% | -91.57%+99.3pp | -51.70%+59.4pp | 41.46%-33.7pp |
| Employer contribution / active EE | $1,706 | $4,913-65.3% | $3,758-54.6% | $4,869-65.0% |
| Participant deferral / active EE | $3,444 | $5,127-32.8% | $4,311-20.1% | $5,287-34.9% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |