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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 | $120,007 | $158,827-24.4% | $121,208-1.0% | $135,382-11.4% |
| Participation rate | 18.8% | 79.3%-60.6pp | 71.8%-53.0pp | 82.6%-63.9pp |
| Annual return | -8.36% | -0.64%-7.7pp | 16.93%-25.3pp | 519.77%-528.1pp |
| Employer contribution / active EE | $278 | $5,666-95.1% | $4,023-93.1% | $4,779-94.2% |
| Participant deferral / active EE | $324 | $4,006-91.9% | $3,345-90.3% | $5,609-94.2% |
| Admin fee / account holder | $0 | $6,514-100.0% | $5,020-100.0% | $10,829-100.0% |