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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 | $86,875 | $167,352-48.1% | $143,788-39.6% | $134,509-35.4% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -6.91% | 0.47%-7.4pp | -0.03%-6.9pp | 418.13%-425.0pp |
| Employer contribution / active EE | $2,036 | $5,620-63.8% | $4,952-58.9% | $4,741-57.0% |
| Participant deferral / active EE | $5,978 | $6,447-7.3% | $5,638+6.0% | $6,400-6.6% |
| Admin fee / account holder | $0 | $18,091-100.0% | $14,675-100.0% | $11,427-100.0% |