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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 | $60,085 | $100,811-40.4% | $86,698-30.7% | $134,545-55.3% |
| Participation rate | 54.2% | 79.0%-24.8pp | 76.6%-22.4pp | 81.2%-27.1pp |
| Annual return | -9.37% | 29.11%-38.5pp | 35.96%-45.3pp | 418.37%-427.7pp |
| Employer contribution / active EE | $1,711 | $3,490-51.0% | $2,837-39.7% | $4,742-63.9% |
| Participant deferral / active EE | $3,721 | $5,339-30.3% | $4,656-20.1% | $6,401-41.9% |
| Admin fee / account holder | $209 | $10,926-98.1% | $7,492-97.2% | $11,431-98.2% |