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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 | $93,599 | $211,946-55.8% | $169,452-44.8% | $135,380-30.9% |
| Participation rate | 57.1% | 82.6%-25.5pp | 77.8%-20.6pp | 82.6%-25.5pp |
| Annual return | -7.79% | 3.26%-11.1pp | 1.83%-9.6pp | 519.81%-527.6pp |
| Employer contribution / active EE | $1,307 | $5,117-74.5% | $4,157-68.5% | $4,779-72.6% |
| Participant deferral / active EE | $1,940 | $6,075-68.1% | $5,277-63.2% | $5,609-65.4% |
| Admin fee / account holder | $0 | $11,472-100.0% | $9,110-100.0% | $10,828-100.0% |