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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 | $34,515 | $92,219-62.6% | $76,767-55.0% | $135,380-74.5% |
| Participation rate | 63.6% | 79.8%-16.1pp | 77.0%-13.3pp | 82.6%-19.0pp |
| Annual return | -2.25% | 5.46%-7.7pp | 2.43%-4.7pp | 519.81%-522.1pp |
| Employer contribution / active EE | $2,039 | $3,216-36.6% | $2,485-18.0% | $4,779-57.3% |
| Participant deferral / active EE | $6,064 | $4,508+34.5% | $3,852+57.5% | $5,609+8.1% |
| Admin fee / account holder | $164 | $10,749-98.5% | $6,675-97.5% | $10,828-98.5% |