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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 | $70,740 | $78,694-10.1% | $67,653+4.6% | $125,388-43.6% |
| Participation rate | 63.6% | 78.8%-15.2pp | 75.7%-12.0pp | 83.2%-19.6pp |
| Annual return | -1.75% | 9.46%-11.2pp | 6625.22%-6627.0pp | 282.24%-284.0pp |
| Employer contribution / active EE | $1,051 | $3,044-65.5% | $2,266-53.6% | $4,866-78.4% |
| Participant deferral / active EE | $2,280 | $4,292-46.9% | $3,560-35.9% | $5,352-57.4% |
| Admin fee / account holder | $37 | $7,403-99.5% | $4,821-99.2% | $9,541-99.6% |