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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 | $36,798 | $87,705-58.0% | $63,517-42.1% | $125,393-70.7% |
| Participation rate | 63.2% | 77.0%-13.9pp | 71.0%-7.9pp | 83.2%-20.0pp |
| Annual return | -1.71% | 21.70%-23.4pp | -70.30%+68.6pp | 282.23%-283.9pp |
| Employer contribution / active EE | $1,869 | $3,601-48.1% | $2,322-19.5% | $4,866-61.6% |
| Participant deferral / active EE | $4,724 | $3,939+19.9% | $2,953+60.0% | $5,351-11.7% |
| Admin fee / account holder | $0 | $11,948-100.0% | $5,892-100.0% | $9,541-100.0% |