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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 | $62,574 | $127,386-50.9% | $115,037-45.6% | $125,388-50.1% |
| Participation rate | 46.2% | 84.2%-38.0pp | 81.4%-35.2pp | 83.2%-37.0pp |
| Annual return | -2.05% | 31.28%-33.3pp | 26.14%-28.2pp | 282.24%-284.3pp |
| Employer contribution / active EE | $1,343 | $5,166-74.0% | $4,608-70.9% | $4,866-72.4% |
| Participant deferral / active EE | $4,815 | $6,423-25.0% | $6,026-20.1% | $5,352-10.0% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |