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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 | $39,624 | $167,353-76.3% | $143,797-72.4% | $134,545-70.5% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.7pp | 81.2%-14.6pp |
| Annual return | -18.76% | 0.48%-19.2pp | -0.04%-18.7pp | 418.37%-437.1pp |
| Employer contribution / active EE | $1,459 | $5,620-74.0% | $4,952-70.5% | $4,742-69.2% |
| Participant deferral / active EE | $7,624 | $6,447+18.3% | $5,638+35.2% | $6,401+19.1% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |