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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 | $25,705 | $75,935-66.1% | $60,547-57.5% | $125,388-79.5% |
| Participation rate | 62.5% | 76.5%-14.0pp | 68.0%-5.5pp | 83.2%-20.7pp |
| Annual return | -2.99% | -5.38%+2.4pp | 335.64%-338.6pp | 282.24%-285.2pp |
| Employer contribution / active EE | $469 | $3,438-86.3% | $2,419-80.6% | $4,866-90.4% |
| Participant deferral / active EE | $1,747 | $4,506-61.2% | $3,328-47.5% | $5,352-67.4% |
| Admin fee / account holder | $217 | $6,768-96.8% | $4,536-95.2% | $9,541-97.7% |