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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 | $51,475 | $133,998-61.6% | $112,263-54.1% | $134,545-61.7% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.1%-15.1pp | 81.2%-21.2pp |
| Annual return | -16.56% | 47.17%-63.7pp | 27.49%-44.0pp | 418.37%-434.9pp |
| Employer contribution / active EE | $955 | $4,040-76.4% | $3,636-73.7% | $4,742-79.9% |
| Participant deferral / active EE | $3,243 | $5,292-38.7% | $4,729-31.4% | $6,401-49.3% |
| Admin fee / account holder | $19 | $7,493-99.8% | $6,410-99.7% | $11,431-99.8% |