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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 | $45,997 | $134,001-65.7% | $112,258-59.0% | $134,509-65.8% |
| Participation rate | 45.0% | 78.6%-33.6pp | 75.1%-30.1pp | 81.2%-36.2pp |
| Annual return | -18.52% | 47.15%-65.7pp | 27.47%-46.0pp | 418.13%-436.7pp |
| Employer contribution / active EE | $1,898 | $4,039-53.0% | $3,636-47.8% | $4,741-60.0% |
| Participant deferral / active EE | $4,292 | $5,291-18.9% | $4,728-9.2% | $6,400-32.9% |
| Admin fee / account holder | $19 | $7,491-99.7% | $6,411-99.7% | $11,427-99.8% |