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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 | $76,705 | $97,027-20.9% | $83,323-7.9% | $135,382-43.3% |
| Participation rate | 36.8% | 80.4%-43.6pp | 77.8%-40.9pp | 82.6%-45.8pp |
| Annual return | -7.04% | 12.31%-19.4pp | 10.63%-17.7pp | 519.77%-526.8pp |
| Employer contribution / active EE | $1,921 | $4,143-53.6% | $3,379-43.1% | $4,779-59.8% |
| Participant deferral / active EE | $2,832 | $5,964-52.5% | $5,565-49.1% | $5,609-49.5% |
| Admin fee / account holder | $0 | $8,427-100.0% | $7,539-100.0% | $10,829-100.0% |