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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 | $73,776 | $127,387-42.1% | $115,038-35.9% | $125,389-41.2% |
| Participation rate | 57.1% | 84.2%-27.0pp | 81.4%-24.2pp | 83.2%-26.0pp |
| Annual return | -1.04% | 31.28%-32.3pp | 26.14%-27.2pp | 282.24%-283.3pp |
| Employer contribution / active EE | $1,166 | $5,166-77.4% | $4,608-74.7% | $4,866-76.0% |
| Participant deferral / active EE | $3,253 | $6,423-49.4% | $6,026-46.0% | $5,352-39.2% |
| Admin fee / account holder | $8 | $9,516-99.9% | $8,175-99.9% | $9,541-99.9% |