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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 | $32,538 | $82,674-60.6% | $125,381-74.0% | $68,486-52.5% |
| Participation rate | 67.9% | 75.1%-7.2pp | 82.4%-14.5pp | 67.9%0pp |
| Annual return | -7.80% | -5.97%-1.8pp | 572.31%-580.1pp | -7.85%0pp |
| Employer contribution / active EE | $1,582 | $3,382-53.2% | $4,815-67.2% | $2,597-39.1% |
| Participant deferral / active EE | $6,408 | $6,111+4.9% | $7,448-14.0% | $4,028+59.1% |
| Admin fee / account holder | $0 | $6,277-100.0% | $10,007-100.0% | $5,404-100.0% |