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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 | $88,213 | $211,946-58.4% | $169,452-47.9% | $135,380-34.8% |
| Participation rate | 66.7% | 82.6%-16.0pp | 77.8%-11.1pp | 82.6%-16.0pp |
| Annual return | -8.52% | 3.26%-11.8pp | 1.83%-10.4pp | 519.81%-528.3pp |
| Employer contribution / active EE | $7,863 | $5,117+53.7% | $4,157+89.1% | $4,779+64.5% |
| Participant deferral / active EE | $0 | $6,075-100.0% | $5,277-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $11,472-100.0% | $9,110-100.0% | $10,828-100.0% |