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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 | $27,989 | $87,546-68.0% | $75,784-63.1% | $125,389-77.7% |
| Participation rate | 66.7% | 80.2%-13.5pp | 75.8%-9.2pp | 83.2%-16.5pp |
| Annual return | -1.32% | 13.49%-14.8pp | 9.68%-11.0pp | 282.24%-283.6pp |
| Employer contribution / active EE | $1,305 | $3,930-66.8% | $3,323-60.7% | $4,866-73.2% |
| Participant deferral / active EE | $2,364 | $4,230-44.1% | $3,652-35.3% | $5,352-55.8% |
| Admin fee / account holder | $0 | $6,503-100.0% | $5,300-100.0% | $9,541-100.0% |