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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 | $68,060 | $167,353-59.3% | $143,797-52.7% | $134,545-49.4% |
| Participation rate | 68.4% | 84.8%-16.4pp | 80.3%-11.9pp | 81.2%-12.8pp |
| Annual return | -12.66% | 0.48%-13.1pp | -0.04%-12.6pp | 418.37%-431.0pp |
| Employer contribution / active EE | $2,396 | $5,620-57.4% | $4,952-51.6% | $4,742-49.5% |
| Participant deferral / active EE | $6,812 | $6,447+5.7% | $5,638+20.8% | $6,401+6.4% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |