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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 | $37,132 | $167,352-77.8% | $143,788-74.2% | $134,509-72.4% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -17.84% | 0.47%-18.3pp | -0.03%-17.8pp | 418.13%-436.0pp |
| Employer contribution / active EE | $1,197 | $5,620-78.7% | $4,952-75.8% | $4,741-74.8% |
| Participant deferral / active EE | $3,223 | $6,447-50.0% | $5,638-42.8% | $6,400-49.7% |
| Admin fee / account holder | $0 | $18,091-100.0% | $14,675-100.0% | $11,427-100.0% |