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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 | $103,909 | $158,852-34.6% | $121,220-14.3% | $135,379-23.2% |
| Participation rate | 25.0% | 79.3%-54.3pp | 71.8%-46.8pp | 82.6%-57.6pp |
| Annual return | -5.71% | -0.64%-5.1pp | 16.94%-22.7pp | 519.79%-525.5pp |
| Employer contribution / active EE | $120 | $5,666-97.9% | $4,023-97.0% | $4,779-97.5% |
| Participant deferral / active EE | $1,497 | $4,006-62.6% | $3,345-55.3% | $5,609-73.3% |
| Admin fee / account holder | $20 | $6,515-99.7% | $5,021-99.6% | $10,828-99.8% |