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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 | $60,034 | $127,387-52.9% | $115,038-47.8% | $125,389-52.1% |
| Participation rate | 63.6% | 84.2%-20.5pp | 81.4%-17.7pp | 83.2%-19.6pp |
| Annual return | -2.09% | 31.28%-33.4pp | 26.14%-28.2pp | 282.24%-284.3pp |
| Employer contribution / active EE | $1,678 | $5,166-67.5% | $4,608-63.6% | $4,866-65.5% |
| Participant deferral / active EE | $3,034 | $6,423-52.8% | $6,026-49.7% | $5,352-43.3% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |