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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 | $73,585 | $107,809-31.7% | $90,657-18.8% | $135,380-45.6% |
| Participation rate | 12.5% | 78.0%-65.5pp | 74.0%-61.5pp | 82.6%-70.1pp |
| Annual return | -9.00% | -0.90%-8.1pp | 1.89%-10.9pp | 519.81%-528.8pp |
| Employer contribution / active EE | $960 | $3,018-68.2% | $2,532-62.1% | $4,779-79.9% |
| Participant deferral / active EE | $2,250 | $3,872-41.9% | $3,424-34.3% | $5,609-59.9% |
| Admin fee / account holder | $15 | $5,931-99.7% | $4,994-99.7% | $10,828-99.9% |