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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 | $5,994 | $82,324-92.7% | $68,803-91.3% | $134,545-95.5% |
| Participation rate | 66.7% | 75.1%-8.4pp | 69.0%-2.4pp | 81.2%-14.6pp |
| Annual return | 2.18% | -2.17%+4.4pp | -6.37%+8.6pp | 418.37%-416.2pp |
| Employer contribution / active EE | $1,951 | $3,302-40.9% | $2,656-26.5% | $4,742-58.9% |
| Participant deferral / active EE | $0 | $4,740-100.0% | $3,942-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $6,485-100.0% | $4,936-100.0% | $11,431-100.0% |