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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 | $39,212 | $140,578-72.1% | $100,671-61.0% | $125,393-68.7% |
| Participation rate | 69.2% | 80.4%-11.2pp | 70.7%-1.5pp | 83.2%-14.0pp |
| Annual return | -1.66% | 24.67%-26.3pp | 20.43%-22.1pp | 282.23%-283.9pp |
| Employer contribution / active EE | $480 | $5,965-92.0% | $4,012-88.0% | $4,866-90.1% |
| Participant deferral / active EE | $4,464 | $3,981+12.1% | $3,144+42.0% | $5,351-16.6% |
| Admin fee / account holder | $288 | $6,716-95.7% | $4,850-94.1% | $9,541-97.0% |