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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 | $27,140 | $127,386-78.7% | $115,037-76.4% | $125,393-78.4% |
| Participation rate | 69.6% | 84.2%-14.6pp | 81.4%-11.8pp | 83.2%-13.6pp |
| Annual return | -0.80% | 31.28%-32.1pp | 26.14%-26.9pp | 282.23%-283.0pp |
| Employer contribution / active EE | $2,229 | $5,166-56.9% | $4,608-51.6% | $4,866-54.2% |
| Participant deferral / active EE | $4,630 | $6,423-27.9% | $6,026-23.2% | $5,351-13.5% |
| Admin fee / account holder | $281 | $9,516-97.0% | $8,175-96.6% | $9,541-97.1% |