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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 | $106,708 | $127,387-16.2% | $115,038-7.2% | $125,389-14.9% |
| Participation rate | 66.7% | 84.2%-17.5pp | 81.4%-14.7pp | 83.2%-16.5pp |
| Annual return | -0.34% | 31.28%-31.6pp | 26.14%-26.5pp | 282.24%-282.6pp |
| Employer contribution / active EE | $1,962 | $5,166-62.0% | $4,608-57.4% | $4,866-59.7% |
| Participant deferral / active EE | $4,602 | $6,423-28.3% | $6,026-23.6% | $5,352-14.0% |
| Admin fee / account holder | $87 | $9,516-99.1% | $8,175-98.9% | $9,541-99.1% |