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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 | $31,524 | $97,881-67.8% | $80,004-60.6% | $125,389-74.9% |
| Participation rate | 33.3% | 77.9%-44.5pp | 73.0%-39.7pp | 83.2%-49.9pp |
| Annual return | -1.59% | 9.36%-10.9pp | 7.63%-9.2pp | 282.24%-283.8pp |
| Employer contribution / active EE | $755 | $3,128-75.9% | $2,473-69.5% | $4,866-84.5% |
| Participant deferral / active EE | $1,708 | $3,744-54.4% | $3,204-46.7% | $5,352-68.1% |
| Admin fee / account holder | $13 | $6,278-99.8% | $5,033-99.7% | $9,541-99.9% |