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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 | $51,579 | $131,835-60.9% | $108,582-52.5% | $273,972-81.2% |
| Participation rate | 61.5% | 83.5%-21.9pp | 79.6%-18.0pp | 83.0%-21.5pp |
| Annual return | 8.73% | -91.57%+100.3pp | -51.70%+60.4pp | 41.46%-32.7pp |
| Employer contribution / active EE | $1,762 | $4,913-64.1% | $3,758-53.1% | $4,869-63.8% |
| Participant deferral / active EE | $3,471 | $5,127-32.3% | $4,311-19.5% | $5,287-34.3% |
| Admin fee / account holder | $59 | $10,253-99.4% | $7,645-99.2% | $10,133-99.4% |