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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 | $101,477 | $134,001-24.3% | $112,258-9.6% | $134,509-24.6% |
| Participation rate | 20.0% | 78.6%-58.6pp | 75.1%-55.1pp | 81.2%-61.2pp |
| Annual return | -15.92% | 47.15%-63.1pp | 27.47%-43.4pp | 418.13%-434.1pp |
| Employer contribution / active EE | $901 | $4,039-77.7% | $3,636-75.2% | $4,741-81.0% |
| Participant deferral / active EE | $2,903 | $5,291-45.1% | $4,728-38.6% | $6,400-54.6% |
| Admin fee / account holder | $20 | $7,491-99.7% | $6,411-99.7% | $11,427-99.8% |