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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 | $16,939 | $107,809-84.3% | $90,657-81.3% | $135,379-87.5% |
| Participation rate | 57.1% | 78.0%-20.9pp | 74.0%-16.9pp | 82.6%-25.5pp |
| Annual return | -5.41% | -0.90%-4.5pp | 1.89%-7.3pp | 519.79%-525.2pp |
| Employer contribution / active EE | $1,643 | $3,018-45.5% | $2,532-35.1% | $4,779-65.6% |
| Participant deferral / active EE | $1,643 | $3,872-57.6% | $3,424-52.0% | $5,609-70.7% |
| Admin fee / account holder | $0 | $5,931-100.0% | $4,994-100.0% | $10,828-100.0% |