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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 | $72,638 | $127,386-43.0% | $115,037-36.9% | $125,388-42.1% |
| Participation rate | 66.7% | 84.2%-17.5pp | 81.4%-14.7pp | 83.2%-16.5pp |
| Annual return | -0.37% | 31.28%-31.6pp | 26.14%-26.5pp | 282.24%-282.6pp |
| Employer contribution / active EE | $1,437 | $5,166-72.2% | $4,608-68.8% | $4,866-70.5% |
| Participant deferral / active EE | $4,787 | $6,423-25.5% | $6,026-20.6% | $5,352-10.5% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |