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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 | $26,712 | $45,566-41.4% | $64,105-58.3% | $59,633-55.2% |
| Participation rate | 57.1% | 60.2%-3.0pp | 68.2%-11.0pp | 68.7%-11.5pp |
| Annual return | -1.23% | 4.95%-6.2pp | 791.24%-792.5pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $1,837 | $934+96.7% | $1,820+1.0% | $2,203-16.6% |
| Participant deferral / active EE | $3,231 | $2,057+57.1% | $2,822+14.5% | $3,192+1.2% |
| Admin fee / account holder | $0 | $3,268-100.0% | $4,499-100.0% | $4,297-100.0% |