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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 | $27,605 | $167,362-83.5% | $143,799-80.8% | $134,532-79.5% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -19.18% | 0.47%-19.7pp | -0.04%-19.1pp | 418.27%-437.4pp |
| Employer contribution / active EE | $1,647 | $5,620-70.7% | $4,952-66.7% | $4,741-65.3% |
| Participant deferral / active EE | $4,177 | $6,447-35.2% | $5,638-25.9% | $6,401-34.7% |
| Admin fee / account holder | $19 | $18,094-99.9% | $14,677-99.9% | $11,429-99.8% |