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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 | $18,193 | $140,578-87.1% | $100,671-81.9% | $125,388-85.5% |
| Participation rate | 26.3% | 80.4%-54.1pp | 70.7%-44.4pp | 83.2%-56.9pp |
| Annual return | -1.15% | 24.67%-25.8pp | 20.43%-21.6pp | 282.24%-283.4pp |
| Employer contribution / active EE | $351 | $5,965-94.1% | $4,012-91.3% | $4,866-92.8% |
| Participant deferral / active EE | $581 | $3,981-85.4% | $3,144-81.5% | $5,352-89.1% |
| Admin fee / account holder | $0 | $6,716-100.0% | $4,850-100.0% | $9,541-100.0% |