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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 | $48,966 | $100,811-51.4% | $86,698-43.5% | $134,545-63.6% |
| Participation rate | 65.0% | 79.0%-14.0pp | 76.6%-11.6pp | 81.2%-16.2pp |
| Annual return | -17.63% | 29.11%-46.7pp | 35.96%-53.6pp | 418.37%-436.0pp |
| Employer contribution / active EE | $1,892 | $3,490-45.8% | $2,837-33.3% | $4,742-60.1% |
| Participant deferral / active EE | $7,056 | $5,339+32.2% | $4,656+51.5% | $6,401+10.2% |
| Admin fee / account holder | $82 | $10,926-99.3% | $7,492-98.9% | $11,431-99.3% |