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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 | $16,964 | $95,917-82.3% | $79,583-78.7% | $134,545-87.4% |
| Participation rate | 68.4% | 75.0%-6.6pp | 69.5%-1.1pp | 81.2%-12.8pp |
| Annual return | -9.56% | -2.70%-6.9pp | 0.16%-9.7pp | 418.37%-427.9pp |
| Employer contribution / active EE | $1,807 | $3,129-42.3% | $2,414-25.1% | $4,742-61.9% |
| Participant deferral / active EE | $4,544 | $4,694-3.2% | $3,986+14.0% | $6,401-29.0% |
| Admin fee / account holder | $19 | $9,132-99.8% | $6,835-99.7% | $11,431-99.8% |