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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 | $19,514 | $158,852-87.7% | $121,220-83.9% | $135,379-85.6% |
| Participation rate | 60.0% | 79.3%-19.3pp | 71.8%-11.8pp | 82.6%-22.6pp |
| Annual return | -0.89% | -0.64%-0.3pp | 16.94%-17.8pp | 519.79%-520.7pp |
| Employer contribution / active EE | $619 | $5,666-89.1% | $4,023-84.6% | $4,779-87.0% |
| Participant deferral / active EE | $699 | $4,006-82.6% | $3,345-79.1% | $5,609-87.5% |
| Admin fee / account holder | $0 | $6,515-100.0% | $5,021-100.0% | $10,828-100.0% |