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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 | $20,890 | $167,362-87.5% | $143,799-85.5% | $134,532-84.5% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -10.85% | 0.47%-11.3pp | -0.04%-10.8pp | 418.27%-429.1pp |
| Employer contribution / active EE | $2,309 | $5,620-58.9% | $4,952-53.4% | $4,741-51.3% |
| Participant deferral / active EE | $2,821 | $6,447-56.2% | $5,638-50.0% | $6,401-55.9% |
| Admin fee / account holder | $5 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |