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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 | $35,265 | $84,527-58.3% | $67,711-47.9% | $125,393-71.9% |
| Participation rate | 64.3% | 74.8%-10.5pp | 67.5%-3.2pp | 83.2%-18.9pp |
| Annual return | -0.89% | 2.57%-3.5pp | 25.41%-26.3pp | 282.23%-283.1pp |
| Employer contribution / active EE | $2,636 | $3,292-19.9% | $2,559+3.0% | $4,866-45.8% |
| Participant deferral / active EE | $1,524 | $4,429-65.6% | $3,585-57.5% | $5,351-71.5% |
| Admin fee / account holder | $0 | $5,340-100.0% | $4,255-100.0% | $9,541-100.0% |