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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 | $36,627 | $211,946-82.7% | $169,452-78.4% | $135,379-72.9% |
| Participation rate | 58.8% | 82.6%-23.8pp | 77.8%-19.0pp | 82.6%-23.8pp |
| Annual return | -6.97% | 3.26%-10.2pp | 1.83%-8.8pp | 519.79%-526.8pp |
| Employer contribution / active EE | $2,007 | $5,117-60.8% | $4,157-51.7% | $4,779-58.0% |
| Participant deferral / active EE | $3,314 | $6,075-45.4% | $5,277-37.2% | $5,609-40.9% |
| Admin fee / account holder | $0 | $11,472-100.0% | $9,110-100.0% | $10,828-100.0% |