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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 | $48,124 | $117,777-59.1% | $71,778-33.0% | $134,545-64.2% |
| Participation rate | 58.8% | 68.9%-10.1pp | 62.3%-3.5pp | 81.2%-22.4pp |
| Annual return | -17.47% | 25.46%-42.9pp | 9.15%-26.6pp | 418.37%-435.8pp |
| Employer contribution / active EE | $1,185 | $2,525-53.1% | $1,704-30.5% | $4,742-75.0% |
| Participant deferral / active EE | $3,535 | $3,756-5.9% | $2,656+33.1% | $6,401-44.8% |
| Admin fee / account holder | $0 | $6,379-100.0% | $3,974-100.0% | $11,431-100.0% |