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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 | $56,634 | $167,352-66.2% | $143,788-60.6% | $134,509-57.9% |
| Participation rate | 63.6% | 84.8%-21.2pp | 80.3%-16.7pp | 81.2%-17.6pp |
| Annual return | -17.56% | 0.47%-18.0pp | -0.03%-17.5pp | 418.13%-435.7pp |
| Employer contribution / active EE | $2,257 | $5,620-59.8% | $4,952-54.4% | $4,741-52.4% |
| Participant deferral / active EE | $4,613 | $6,447-28.4% | $5,638-18.2% | $6,400-27.9% |
| Admin fee / account holder | $0 | $18,091-100.0% | $14,675-100.0% | $11,427-100.0% |