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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 | $56,591 | $95,917-41.0% | $79,583-28.9% | $134,545-57.9% |
| Participation rate | 33.3% | 75.0%-41.7pp | 69.5%-36.2pp | 81.2%-47.9pp |
| Annual return | -16.82% | -2.70%-14.1pp | 0.16%-17.0pp | 418.37%-435.2pp |
| Employer contribution / active EE | $541 | $3,129-82.7% | $2,414-77.6% | $4,742-88.6% |
| Participant deferral / active EE | $1,601 | $4,694-65.9% | $3,986-59.8% | $6,401-75.0% |
| Admin fee / account holder | $113 | $9,132-98.8% | $6,835-98.3% | $11,431-99.0% |