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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 | $68,182 | $97,020-29.7% | $83,327-18.2% | $135,380-49.6% |
| Participation rate | 68.8% | 80.4%-11.7pp | 77.8%-9.0pp | 82.6%-13.9pp |
| Annual return | -3.81% | 12.31%-16.1pp | 10.64%-14.4pp | 519.81%-523.6pp |
| Employer contribution / active EE | $1,564 | $4,144-62.3% | $3,379-53.7% | $4,779-67.3% |
| Participant deferral / active EE | $2,917 | $5,964-51.1% | $5,565-47.6% | $5,609-48.0% |
| Admin fee / account holder | $0 | $8,426-100.0% | $7,540-100.0% | $10,828-100.0% |