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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 | $92,559 | $113,941-18.8% | $94,229-1.8% | $125,389-26.2% |
| Participation rate | 16.7% | 82.9%-66.2pp | 78.8%-62.1pp | 83.2%-66.5pp |
| Annual return | -2.15% | 5.29%-7.4pp | 10.68%-12.8pp | 282.24%-284.4pp |
| Employer contribution / active EE | $1,295 | $4,727-72.6% | $3,587-63.9% | $4,866-73.4% |
| Participant deferral / active EE | $2,895 | $5,179-44.1% | $4,320-33.0% | $5,352-45.9% |
| Admin fee / account holder | $75 | $8,392-99.1% | $6,269-98.8% | $9,541-99.2% |