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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 | $58,270 | $167,352-65.2% | $143,788-59.5% | $134,509-56.7% |
| Participation rate | 40.0% | 84.8%-44.8pp | 80.3%-40.3pp | 81.2%-41.2pp |
| Annual return | -14.43% | 0.47%-14.9pp | -0.03%-14.4pp | 418.13%-432.6pp |
| Employer contribution / active EE | $1,976 | $5,620-64.8% | $4,952-60.1% | $4,741-58.3% |
| Participant deferral / active EE | $10,800 | $6,447+67.5% | $5,638+91.6% | $6,400+68.7% |
| Admin fee / account holder | $0 | $18,091-100.0% | $14,675-100.0% | $11,427-100.0% |