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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 | $39,577 | $167,352-76.4% | $143,788-72.5% | $134,509-70.6% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -19.31% | 0.47%-19.8pp | -0.03%-19.3pp | 418.13%-437.4pp |
| Employer contribution / active EE | $9,443 | $5,620+68.0% | $4,952+90.7% | $4,741+99.2% |
| Participant deferral / active EE | $5,233 | $6,447-18.8% | $5,638-7.2% | $6,400-18.2% |
| Admin fee / account holder | $18 | $18,091-99.9% | $14,675-99.9% | $11,427-99.8% |