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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 | $85,788 | $107,809-20.4% | $90,657-5.4% | $135,380-36.6% |
| Participation rate | 68.4% | 78.0%-9.6pp | 74.0%-5.6pp | 82.6%-14.2pp |
| Annual return | -5.88% | -0.90%-5.0pp | 1.89%-7.8pp | 519.81%-525.7pp |
| Employer contribution / active EE | $1,024 | $3,018-66.1% | $2,532-59.6% | $4,779-78.6% |
| Participant deferral / active EE | $3,298 | $3,872-14.8% | $3,424-3.7% | $5,609-41.2% |
| Admin fee / account holder | $12 | $5,931-99.8% | $4,994-99.8% | $10,828-99.9% |