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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 | $42,001 | $127,387-67.0% | $115,038-63.5% | $125,389-66.5% |
| Participation rate | 60.0% | 84.2%-24.2pp | 81.4%-21.4pp | 83.2%-23.2pp |
| Annual return | -1.87% | 31.28%-33.1pp | 26.14%-28.0pp | 282.24%-284.1pp |
| Employer contribution / active EE | $1,092 | $5,166-78.9% | $4,608-76.3% | $4,866-77.6% |
| Participant deferral / active EE | $3,468 | $6,423-46.0% | $6,026-42.4% | $5,352-35.2% |
| Admin fee / account holder | $47 | $9,516-99.5% | $8,175-99.4% | $9,541-99.5% |