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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 | $35,202 | $152,591-76.9% | $117,529-70.0% | $134,545-73.8% |
| Participation rate | 23.1% | 77.1%-54.0pp | 70.6%-47.5pp | 81.2%-58.2pp |
| Annual return | -12.19% | 53.04%-65.2pp | 29.77%-42.0pp | 418.37%-430.6pp |
| Employer contribution / active EE | $859 | $5,576-84.6% | $4,179-79.4% | $4,742-81.9% |
| Participant deferral / active EE | $1,366 | $4,821-71.7% | $4,072-66.4% | $6,401-78.7% |
| Admin fee / account holder | $161 | $7,004-97.7% | $5,645-97.1% | $11,431-98.6% |