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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 | $69,492 | $133,981-48.1% | $112,249-38.1% | $134,532-48.3% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -18.58% | 47.16%-65.7pp | 27.48%-46.1pp | 418.27%-436.8pp |
| Employer contribution / active EE | $1,747 | $4,040-56.8% | $3,636-52.0% | $4,741-63.2% |
| Participant deferral / active EE | $15,833 | $5,292+199.2% | $4,729+234.8% | $6,401+147.4% |
| Admin fee / account holder | $20 | $7,492-99.7% | $6,412-99.7% | $11,429-99.8% |