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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 | $31,343 | $87,544-64.2% | $75,784-58.6% | $125,388-75.0% |
| Participation rate | 0.0% | 80.2%-80.2pp | 75.8%-75.8pp | 83.2%-83.2pp |
| Annual return | -1.76% | 13.49%-15.2pp | 9.68%-11.4pp | 282.24%-284.0pp |
| Employer contribution / active EE | $2,239 | $3,930-43.0% | $3,323-32.6% | $4,866-54.0% |
| Participant deferral / active EE | $8,013 | $4,229+89.5% | $3,652+119.4% | $5,352+49.7% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,300-100.0% | $9,541-100.0% |