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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 | $18,138 | $84,518-78.5% | $67,704-73.2% | $125,389-85.5% |
| Participation rate | 37.5% | 74.8%-37.3pp | 67.5%-30.0pp | 83.2%-45.7pp |
| Annual return | -1.76% | 2.57%-4.3pp | 25.41%-27.2pp | 282.24%-284.0pp |
| Employer contribution / active EE | $269 | $3,292-91.8% | $2,559-89.5% | $4,866-94.5% |
| Participant deferral / active EE | $661 | $4,430-85.1% | $3,585-81.6% | $5,352-87.6% |
| Admin fee / account holder | $0 | $5,340-100.0% | $4,255-100.0% | $9,541-100.0% |