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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 | $83,862 | $92,219-9.1% | $76,767+9.2% | $135,380-38.1% |
| Participation rate | 64.7% | 79.8%-15.1pp | 77.0%-12.3pp | 82.6%-17.9pp |
| Annual return | -7.99% | 5.46%-13.4pp | 2.43%-10.4pp | 519.81%-527.8pp |
| Employer contribution / active EE | $756 | $3,216-76.5% | $2,485-69.6% | $4,779-84.2% |
| Participant deferral / active EE | $3,023 | $4,508-33.0% | $3,852-21.5% | $5,609-46.1% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,828-100.0% |