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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 | $116,113 | $211,946-45.2% | $169,452-31.5% | $135,380-14.2% |
| Participation rate | 25.0% | 82.6%-57.6pp | 77.8%-52.8pp | 82.6%-57.6pp |
| Annual return | -6.69% | 3.26%-10.0pp | 1.83%-8.5pp | 519.81%-526.5pp |
| Employer contribution / active EE | $2,811 | $5,117-45.1% | $4,157-32.4% | $4,779-41.2% |
| Participant deferral / active EE | $4,875 | $6,075-19.8% | $5,277-7.6% | $5,609-13.1% |
| Admin fee / account holder | $0 | $11,472-100.0% | $9,110-100.0% | $10,828-100.0% |