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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 | $45,101 | $127,387-64.6% | $115,038-60.8% | $125,389-64.0% |
| Participation rate | 66.7% | 84.2%-17.5pp | 81.4%-14.7pp | 83.2%-16.5pp |
| Annual return | -3.23% | 31.28%-34.5pp | 26.14%-29.4pp | 282.24%-285.5pp |
| Employer contribution / active EE | $5,054 | $5,166-2.2% | $4,608+9.7% | $4,866+3.9% |
| Participant deferral / active EE | $5,054 | $6,423-21.3% | $6,026-16.1% | $5,352-5.6% |
| Admin fee / account holder | $224 | $9,516-97.6% | $8,175-97.3% | $9,541-97.7% |