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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 | $18,563 | $43,730-57.6% | $121,220-84.7% | $64,173-71.1% |
| Participation rate | 48.0% | 58.3%-10.3pp | 71.8%-23.8pp | 69.6%-21.6pp |
| Annual return | -5.84% | 68.94%-74.8pp | 16.94%-22.8pp | 7.63%-13.5pp |
| Employer contribution / active EE | $542 | $1,297-58.2% | $4,023-86.5% | $2,381-77.2% |
| Participant deferral / active EE | $2,460 | $2,281+7.9% | $3,345-26.5% | $3,470-29.1% |
| Admin fee / account holder | $241 | $3,502-93.1% | $5,021-95.2% | $4,887-95.1% |