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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 | $53,756 | $86,701-38.0% | $73,309-26.7% | $125,389-57.1% |
| Participation rate | 57.1% | 78.6%-21.5pp | 74.9%-17.8pp | 83.2%-26.0pp |
| Annual return | -0.05% | 2.78%-2.8pp | 5.67%-5.7pp | 282.24%-282.3pp |
| Employer contribution / active EE | $1,639 | $4,152-60.5% | $3,237-49.4% | $4,866-66.3% |
| Participant deferral / active EE | $3,528 | $5,549-36.4% | $4,991-29.3% | $5,352-34.1% |
| Admin fee / account holder | $19 | $7,768-99.8% | $5,635-99.7% | $9,541-99.8% |