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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 | $50,628 | $107,809-53.0% | $90,657-44.2% | $135,379-62.6% |
| Participation rate | 66.7% | 78.0%-11.4pp | 74.0%-7.4pp | 82.6%-16.0pp |
| Annual return | 0.00% | -0.90%+0.9pp | 1.89%-1.9pp | 519.79%-519.8pp |
| Employer contribution / active EE | $7,675 | $3,018+154.3% | $2,532+203.2% | $4,779+60.6% |
| Participant deferral / active EE | $14,333 | $3,872+270.2% | $3,424+318.6% | $5,609+155.5% |
| Admin fee / account holder | $0 | $5,931-100.0% | $4,994-100.0% | $10,828-100.0% |