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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 | $52,422 | $158,852-67.0% | $121,220-56.8% | $135,380-61.3% |
| Participation rate | 4.8% | 79.3%-74.6pp | 71.8%-67.0pp | 82.6%-77.9pp |
| Annual return | -9.24% | -0.64%-8.6pp | 16.94%-26.2pp | 519.81%-529.0pp |
| Employer contribution / active EE | $273 | $5,666-95.2% | $4,023-93.2% | $4,779-94.3% |
| Participant deferral / active EE | $342 | $4,006-91.5% | $3,345-89.8% | $5,609-93.9% |
| Admin fee / account holder | $0 | $6,515-100.0% | $5,021-100.0% | $10,828-100.0% |