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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 | $27,842 | $131,835-78.9% | $108,582-74.4% | $273,972-89.8% |
| Participation rate | 58.8% | 83.5%-24.6pp | 79.6%-20.7pp | 83.0%-24.2pp |
| Annual return | 7.43% | -91.57%+99.0pp | -51.70%+59.1pp | 41.46%-34.0pp |
| Employer contribution / active EE | $1,464 | $4,913-70.2% | $3,758-61.0% | $4,869-69.9% |
| Participant deferral / active EE | $4,020 | $5,127-21.6% | $4,311-6.8% | $5,287-24.0% |
| Admin fee / account holder | $144 | $10,253-98.6% | $7,645-98.1% | $10,133-98.6% |