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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 | $51,612 | $140,578-63.3% | $100,671-48.7% | $125,389-58.8% |
| Participation rate | 28.6% | 80.4%-51.8pp | 70.7%-42.1pp | 83.2%-54.6pp |
| Annual return | -2.18% | 24.67%-26.8pp | 20.43%-22.6pp | 282.24%-284.4pp |
| Employer contribution / active EE | $798 | $5,965-86.6% | $4,012-80.1% | $4,866-83.6% |
| Participant deferral / active EE | $830 | $3,981-79.2% | $3,144-73.6% | $5,352-84.5% |
| Admin fee / account holder | $25 | $6,716-99.6% | $4,850-99.5% | $9,541-99.7% |