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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 | $26,403 | $142,392-81.5% | $119,622-77.9% | $134,532-80.4% |
| Participation rate | 66.7% | 82.8%-16.2pp | 79.3%-12.6pp | 81.2%-14.6pp |
| Annual return | -5.57% | -12.46%+6.9pp | -14.98%+9.4pp | 418.27%-423.8pp |
| Employer contribution / active EE | $6,667 | $5,224+27.6% | $4,232+57.5% | $4,741+40.6% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $159 | $13,593-98.8% | $10,328-98.5% | $11,429-98.6% |