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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 | $24,229 | $113,941-78.7% | $94,229-74.3% | $125,389-80.7% |
| Participation rate | 50.0% | 82.9%-32.9pp | 78.8%-28.8pp | 83.2%-33.2pp |
| Annual return | -0.99% | 5.29%-6.3pp | 10.68%-11.7pp | 282.24%-283.2pp |
| Employer contribution / active EE | $1,354 | $4,727-71.4% | $3,587-62.3% | $4,866-72.2% |
| Participant deferral / active EE | $3,224 | $5,179-37.7% | $4,320-25.4% | $5,352-39.8% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,269-100.0% | $9,541-100.0% |