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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 | $44,169 | $65,704-32.8% | $94,229-53.1% | $59,633-25.9% |
| Participation rate | 45.2% | 72.1%-27.0pp | 78.8%-33.6pp | 68.7%-23.5pp |
| Annual return | -1.72% | 5.22%-6.9pp | 10.68%-12.4pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $997 | $2,021-50.6% | $3,587-72.2% | $2,203-54.7% |
| Participant deferral / active EE | $1,675 | $3,143-46.7% | $4,320-61.2% | $3,192-47.5% |
| Admin fee / account holder | $154 | $4,265-96.4% | $6,269-97.5% | $4,297-96.4% |