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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 | $73,880 | $92,219-19.9% | $76,767-3.8% | $135,380-45.4% |
| Participation rate | 68.2% | 79.8%-11.6pp | 77.0%-8.8pp | 82.6%-14.5pp |
| Annual return | -7.99% | 5.46%-13.5pp | 2.43%-10.4pp | 519.81%-527.8pp |
| Employer contribution / active EE | $2,131 | $3,216-33.7% | $2,485-14.2% | $4,779-55.4% |
| Participant deferral / active EE | $5,284 | $4,508+17.2% | $3,852+37.2% | $5,609-5.8% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,828-100.0% |