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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 | $77,322 | $87,546-11.7% | $75,784+2.0% | $125,389-38.3% |
| Participation rate | 64.3% | 80.2%-15.9pp | 75.8%-11.5pp | 83.2%-18.9pp |
| Annual return | -2.09% | 13.49%-15.6pp | 9.68%-11.8pp | 282.24%-284.3pp |
| Employer contribution / active EE | $982 | $3,930-75.0% | $3,323-70.5% | $4,866-79.8% |
| Participant deferral / active EE | $4,151 | $4,230-1.9% | $3,652+13.7% | $5,352-22.4% |
| Admin fee / account holder | $4 | $6,503-99.9% | $5,300-99.9% | $9,541-100.0% |