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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 | $27,039 | $158,852-83.0% | $121,220-77.7% | $135,379-80.0% |
| Participation rate | 33.3% | 79.3%-46.0pp | 71.8%-38.4pp | 82.6%-49.3pp |
| Annual return | -6.10% | -0.64%-5.5pp | 16.94%-23.0pp | 519.79%-525.9pp |
| Employer contribution / active EE | $1,016 | $5,666-82.1% | $4,023-74.8% | $4,779-78.7% |
| Participant deferral / active EE | $1,185 | $4,006-70.4% | $3,345-64.6% | $5,609-78.9% |
| Admin fee / account holder | $0 | $6,515-100.0% | $5,021-100.0% | $10,828-100.0% |