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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 | $57,429 | $140,592-59.2% | $123,105-53.3% | $125,389-54.2% |
| Participation rate | 66.7% | 88.2%-21.5pp | 86.8%-20.1pp | 83.2%-16.5pp |
| Annual return | -2.43% | 16.80%-19.2pp | 13.22%-15.6pp | 282.24%-284.7pp |
| Employer contribution / active EE | $13,257 | $6,041+119.4% | $5,151+157.4% | $4,866+172.4% |
| Participant deferral / active EE | $6,000 | $6,980-14.0% | $6,229-3.7% | $5,352+12.1% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,014-100.0% | $9,541-100.0% |