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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 | $63,488 | $87,546-27.5% | $75,784-16.2% | $125,389-49.4% |
| Participation rate | 60.0% | 80.2%-20.2pp | 75.8%-15.8pp | 83.2%-23.2pp |
| Annual return | -2.14% | 13.49%-15.6pp | 9.68%-11.8pp | 282.24%-284.4pp |
| Employer contribution / active EE | $1,170 | $3,930-70.2% | $3,323-64.8% | $4,866-76.0% |
| Participant deferral / active EE | $1,546 | $4,230-63.4% | $3,652-57.7% | $5,352-71.1% |
| Admin fee / account holder | $93 | $6,503-98.6% | $5,300-98.3% | $9,541-99.0% |