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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 | $37,290 | $75,935-50.9% | $60,547-38.4% | $125,389-70.3% |
| Participation rate | 66.7% | 76.5%-9.9pp | 68.0%-1.3pp | 83.2%-16.5pp |
| Annual return | -3.60% | -5.38%+1.8pp | 335.64%-339.2pp | 282.24%-285.8pp |
| Employer contribution / active EE | $2,924 | $3,438-15.0% | $2,419+20.9% | $4,866-39.9% |
| Participant deferral / active EE | $8,425 | $4,506+87.0% | $3,328+153.2% | $5,352+57.4% |
| Admin fee / account holder | $0 | $6,768-100.0% | $4,536-100.0% | $9,541-100.0% |