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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 | $66,237 | $92,219-28.2% | $76,768-13.7% | $135,379-51.1% |
| Participation rate | 66.7% | 79.8%-13.1pp | 77.0%-10.3pp | 82.6%-16.0pp |
| Annual return | -3.74% | 5.46%-9.2pp | 2.43%-6.2pp | 519.79%-523.5pp |
| Employer contribution / active EE | $1,331 | $3,216-58.6% | $2,485-46.4% | $4,779-72.1% |
| Participant deferral / active EE | $5,474 | $4,508+21.4% | $3,852+42.1% | $5,609-2.4% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,828-100.0% |