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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 | $37,698 | $158,827-76.3% | $121,208-68.9% | $135,382-72.2% |
| Participation rate | 10.5% | 79.3%-68.8pp | 71.8%-61.2pp | 82.6%-72.1pp |
| Annual return | -4.67% | -0.64%-4.0pp | 16.93%-21.6pp | 519.77%-524.4pp |
| Employer contribution / active EE | $332 | $5,666-94.1% | $4,023-91.8% | $4,779-93.1% |
| Participant deferral / active EE | $465 | $4,006-88.4% | $3,345-86.1% | $5,609-91.7% |
| Admin fee / account holder | $0 | $6,514-100.0% | $5,020-100.0% | $10,829-100.0% |