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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 | $16,235 | $84,518-80.8% | $67,704-76.0% | $125,388-87.1% |
| Participation rate | 58.3% | 74.8%-16.5pp | 67.5%-9.2pp | 83.2%-24.9pp |
| Annual return | -3.65% | 2.57%-6.2pp | 25.41%-29.1pp | 282.24%-285.9pp |
| Employer contribution / active EE | $662 | $3,292-79.9% | $2,559-74.1% | $4,866-86.4% |
| Participant deferral / active EE | $2,167 | $4,430-51.1% | $3,585-39.6% | $5,352-59.5% |
| Admin fee / account holder | $0 | $5,340-100.0% | $4,255-100.0% | $9,541-100.0% |