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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 | $32,698 | $127,386-74.3% | $115,037-71.6% | $125,388-73.9% |
| Participation rate | 50.0% | 84.2%-34.2pp | 81.4%-31.4pp | 83.2%-33.2pp |
| Annual return | -2.66% | 31.28%-33.9pp | 26.14%-28.8pp | 282.24%-284.9pp |
| Employer contribution / active EE | $2,238 | $5,166-56.7% | $4,608-51.4% | $4,866-54.0% |
| Participant deferral / active EE | $5,830 | $6,423-9.2% | $6,026-3.3% | $5,352+8.9% |
| Admin fee / account holder | $35 | $9,516-99.6% | $8,175-99.6% | $9,541-99.6% |