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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 | $126,672 | $140,592-9.9% | $123,105+2.9% | $125,389+1.0% |
| Participation rate | 66.7% | 88.2%-21.5pp | 86.8%-20.1pp | 83.2%-16.5pp |
| Annual return | -3.35% | 16.80%-20.1pp | 13.22%-16.6pp | 282.24%-285.6pp |
| Employer contribution / active EE | $1,700 | $6,041-71.9% | $5,151-67.0% | $4,866-65.1% |
| Participant deferral / active EE | $8,083 | $6,980+15.8% | $6,229+29.8% | $5,352+51.0% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,014-100.0% | $9,541-100.0% |