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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 | $40,831 | $167,353-75.6% | $143,797-71.6% | $134,545-69.7% |
| Participation rate | 33.3% | 84.8%-51.5pp | 80.3%-47.0pp | 81.2%-47.9pp |
| Annual return | -16.12% | 0.48%-16.6pp | -0.04%-16.1pp | 418.37%-434.5pp |
| Employer contribution / active EE | $3,104 | $5,620-44.8% | $4,952-37.3% | $4,742-34.5% |
| Participant deferral / active EE | $6,318 | $6,447-2.0% | $5,638+12.0% | $6,401-1.3% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |