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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 | $40,241 | $95,917-58.0% | $79,583-49.4% | $134,545-70.1% |
| Participation rate | 53.3% | 75.0%-21.7pp | 69.5%-16.2pp | 81.2%-27.9pp |
| Annual return | -19.40% | -2.70%-16.7pp | 0.16%-19.6pp | 418.37%-437.8pp |
| Employer contribution / active EE | $1,084 | $3,129-65.4% | $2,414-55.1% | $4,742-77.1% |
| Participant deferral / active EE | $3,920 | $4,694-16.5% | $3,986-1.7% | $6,401-38.8% |
| Admin fee / account holder | $230 | $9,132-97.5% | $6,835-96.6% | $11,431-98.0% |