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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 | $60,264 | $127,387-52.7% | $115,038-47.6% | $125,389-51.9% |
| Participation rate | 28.6% | 84.2%-55.6pp | 81.4%-52.8pp | 83.2%-54.6pp |
| Annual return | -1.63% | 31.28%-32.9pp | 26.14%-27.8pp | 282.24%-283.9pp |
| Employer contribution / active EE | $1,933 | $5,166-62.6% | $4,608-58.1% | $4,866-60.3% |
| Participant deferral / active EE | $3,083 | $6,423-52.0% | $6,026-48.8% | $5,352-42.4% |
| Admin fee / account holder | -$48 | $9,516-100.5% | $8,175-100.6% | $9,541-100.5% |