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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 | $27,430 | $127,387-78.5% | $115,038-76.2% | $125,389-78.1% |
| Participation rate | 54.5% | 84.2%-29.6pp | 81.4%-26.8pp | 83.2%-28.6pp |
| Annual return | -1.31% | 31.28%-32.6pp | 26.14%-27.5pp | 282.24%-283.6pp |
| Employer contribution / active EE | $1,646 | $5,166-68.1% | $4,608-64.3% | $4,866-66.2% |
| Participant deferral / active EE | $2,615 | $6,423-59.3% | $6,026-56.6% | $5,352-51.1% |
| Admin fee / account holder | $28 | $9,516-99.7% | $8,175-99.7% | $9,541-99.7% |