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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 | $19,580 | $167,362-88.3% | $143,799-86.4% | $134,532-85.4% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -4.20% | 0.47%-4.7pp | -0.04%-4.2pp | 418.27%-422.5pp |
| Employer contribution / active EE | $1,996 | $5,620-64.5% | $4,952-59.7% | $4,741-57.9% |
| Participant deferral / active EE | $5,748 | $6,447-10.8% | $5,638+2.0% | $6,401-10.2% |
| Admin fee / account holder | $58 | $18,094-99.7% | $14,677-99.6% | $11,429-99.5% |