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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 | $33,635 | $95,915-64.9% | $79,580-57.7% | $134,532-75.0% |
| Participation rate | 64.3% | 75.0%-10.8pp | 69.5%-5.2pp | 81.2%-16.9pp |
| Annual return | -6.22% | -2.71%-3.5pp | 0.15%-6.4pp | 418.27%-424.5pp |
| Employer contribution / active EE | $680 | $3,129-78.3% | $2,413-71.8% | $4,741-85.7% |
| Participant deferral / active EE | $2,549 | $4,693-45.7% | $3,985-36.0% | $6,401-60.2% |
| Admin fee / account holder | $179 | $9,132-98.0% | $6,835-97.4% | $11,429-98.4% |