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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 | $17,594 | $129,960-86.5% | $104,299-83.1% | $134,545-86.9% |
| Participation rate | 60.0% | 79.5%-19.5pp | 73.3%-13.3pp | 81.2%-21.2pp |
| Annual return | -0.75% | 42.06%-42.8pp | 24.62%-25.4pp | 418.37%-419.1pp |
| Employer contribution / active EE | $2,080 | $4,186-50.3% | $3,373-38.3% | $4,742-56.1% |
| Participant deferral / active EE | $0 | $5,589-100.0% | $4,626-100.0% | $6,401-100.0% |
| Admin fee / account holder | $13 | $9,324-99.9% | $7,339-99.8% | $11,431-99.9% |