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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 | $15,982 | $138,102-88.4% | $125,381-87.3% | $134,532-88.1% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -1.39% | 750.73%-752.1pp | 572.31%-573.7pp | 418.27%-419.7pp |
| Employer contribution / active EE | $1,684 | $5,245-67.9% | $4,815-65.0% | $4,741-64.5% |
| Participant deferral / active EE | $6,007 | $7,801-23.0% | $7,448-19.3% | $6,401-6.1% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |