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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 | $81,999 | $211,946-61.3% | $169,452-51.6% | $135,380-39.4% |
| Participation rate | 50.0% | 82.6%-32.6pp | 77.8%-27.8pp | 82.6%-32.6pp |
| Annual return | -7.90% | 3.26%-11.2pp | 1.83%-9.7pp | 519.81%-527.7pp |
| Employer contribution / active EE | $2,700 | $5,117-47.2% | $4,157-35.0% | $4,779-43.5% |
| Participant deferral / active EE | $0 | $6,075-100.0% | $5,277-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $11,472-100.0% | $9,110-100.0% | $10,828-100.0% |