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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 | $37,801 | $77,816-51.4% | $123,552-69.4% | $64,173-41.1% |
| Participation rate | 66.7% | 74.7%-8.0pp | 82.3%-15.6pp | 69.6%-2.9pp |
| Annual return | -6.41% | 12.49%-18.9pp | 119.20%-125.6pp | 7.63%-14.0pp |
| Employer contribution / active EE | $2,067 | $3,014-31.4% | $4,628-55.3% | $2,381-13.2% |
| Participant deferral / active EE | $4,192 | $5,240-20.0% | $6,426-34.8% | $3,470+20.8% |
| Admin fee / account holder | $244 | $5,519-95.6% | $9,285-97.4% | $4,887-95.0% |