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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 | $26,399 | $167,352-84.2% | $143,788-81.6% | $134,509-80.4% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -10.89% | 0.47%-11.4pp | -0.03%-10.9pp | 418.13%-429.0pp |
| Employer contribution / active EE | $1,889 | $5,620-66.4% | $4,952-61.8% | $4,741-60.1% |
| Participant deferral / active EE | $7,039 | $6,447+9.2% | $5,638+24.8% | $6,400+10.0% |
| Admin fee / account holder | $134 | $18,091-99.3% | $14,675-99.1% | $11,427-98.8% |