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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 | $21,563 | $97,881-78.0% | $80,004-73.0% | $125,389-82.8% |
| Participation rate | 66.7% | 77.9%-11.2pp | 73.0%-6.3pp | 83.2%-16.5pp |
| Annual return | -1.55% | 9.36%-10.9pp | 7.63%-9.2pp | 282.24%-283.8pp |
| Employer contribution / active EE | $448 | $3,128-85.7% | $2,473-81.9% | $4,866-90.8% |
| Participant deferral / active EE | $1,125 | $3,744-70.0% | $3,204-64.9% | $5,352-79.0% |
| Admin fee / account holder | $145 | $6,278-97.7% | $5,033-97.1% | $9,541-98.5% |