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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 | $41,126 | $95,895-57.1% | $79,576-48.3% | $134,509-69.4% |
| Participation rate | 66.7% | 75.0%-8.4pp | 69.5%-2.8pp | 81.2%-14.6pp |
| Annual return | -20.41% | -2.72%-17.7pp | 0.15%-20.6pp | 418.13%-438.5pp |
| Employer contribution / active EE | $833 | $3,128-73.4% | $2,413-65.5% | $4,741-82.4% |
| Participant deferral / active EE | $4,195 | $4,693-10.6% | $3,985+5.3% | $6,400-34.5% |
| Admin fee / account holder | $215 | $9,129-97.6% | $6,834-96.9% | $11,427-98.1% |