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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 | $34,589 | $167,533-79.4% | $151,645-77.2% | $134,545-74.3% |
| Participation rate | 69.6% | 88.4%-18.8pp | 87.5%-17.9pp | 81.2%-11.7pp |
| Annual return | -16.54% | 7.81%-24.4pp | 3.34%-19.9pp | 418.37%-434.9pp |
| Employer contribution / active EE | $2,074 | $6,828-69.6% | $6,165-66.4% | $4,742-56.3% |
| Participant deferral / active EE | $5,200 | $8,985-42.1% | $8,363-37.8% | $6,401-18.8% |
| Admin fee / account holder | $97 | $13,781-99.3% | $11,614-99.2% | $11,431-99.2% |