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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 | $48,751 | $131,835-63.0% | $108,582-55.1% | $273,972-82.2% |
| Participation rate | 60.0% | 83.5%-23.5pp | 79.6%-19.6pp | 83.0%-23.0pp |
| Annual return | 2.58% | -91.57%+94.2pp | -51.70%+54.3pp | 41.46%-38.9pp |
| Employer contribution / active EE | $1,869 | $4,913-62.0% | $3,758-50.3% | $4,869-61.6% |
| Participant deferral / active EE | $2,548 | $5,127-50.3% | $4,311-40.9% | $5,287-51.8% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |