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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 | $54,880 | $107,809-49.1% | $90,657-39.5% | $135,379-59.5% |
| Participation rate | 57.1% | 78.0%-20.9pp | 74.0%-16.9pp | 82.6%-25.5pp |
| Annual return | -7.53% | -0.90%-6.6pp | 1.89%-9.4pp | 519.79%-527.3pp |
| Employer contribution / active EE | $2,090 | $3,018-30.8% | $2,532-17.5% | $4,779-56.3% |
| Participant deferral / active EE | $8,814 | $3,872+127.6% | $3,424+157.4% | $5,609+57.1% |
| Admin fee / account holder | $0 | $5,931-100.0% | $4,994-100.0% | $10,828-100.0% |