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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 | $26,865 | $127,096-78.9% | $105,736-74.6% | $135,380-80.2% |
| Participation rate | 66.7% | 82.7%-16.0pp | 76.3%-9.7pp | 82.6%-16.0pp |
| Annual return | -4.16% | 4.49%-8.7pp | 6.27%-10.4pp | 519.81%-524.0pp |
| Employer contribution / active EE | $1,632 | $4,107-60.3% | $3,268-50.1% | $4,779-65.8% |
| Participant deferral / active EE | $1,632 | $5,064-67.8% | $4,080-60.0% | $5,609-70.9% |
| Admin fee / account holder | $0 | $9,087-100.0% | $6,913-100.0% | $10,828-100.0% |