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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 | $61,563 | $211,946-71.0% | $169,452-63.7% | $135,380-54.5% |
| Participation rate | 57.1% | 82.6%-25.5pp | 77.8%-20.6pp | 82.6%-25.5pp |
| Annual return | -7.55% | 3.26%-10.8pp | 1.83%-9.4pp | 519.81%-527.4pp |
| Employer contribution / active EE | $1,179 | $5,117-77.0% | $4,157-71.6% | $4,779-75.3% |
| Participant deferral / active EE | $5,755 | $6,075-5.3% | $5,277+9.1% | $5,609+2.6% |
| Admin fee / account holder | $0 | $11,472-100.0% | $9,110-100.0% | $10,828-100.0% |