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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 | $31,374 | $127,096-75.3% | $105,736-70.3% | $135,380-76.8% |
| Participation rate | 66.7% | 82.7%-16.0pp | 76.3%-9.7pp | 82.6%-16.0pp |
| Annual return | -5.20% | 4.49%-9.7pp | 6.27%-11.5pp | 519.81%-525.0pp |
| Employer contribution / active EE | $13,313 | $4,107+224.2% | $3,268+307.3% | $4,779+178.6% |
| Participant deferral / active EE | $8,167 | $5,064+61.3% | $4,080+100.2% | $5,609+45.6% |
| Admin fee / account holder | $8 | $9,087-99.9% | $6,913-99.9% | $10,828-99.9% |