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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 | $43,637 | $75,959-42.6% | $154,114-71.7% | $64,181-32.0% |
| Participation rate | 56.5% | 70.4%-14.0pp | 83.0%-26.6pp | 69.6%-13.1pp |
| Annual return | -6.38% | 30.32%-36.7pp | 735.16%-741.5pp | 7.63%-14.0pp |
| Employer contribution / active EE | $822 | $3,350-75.5% | $5,298-84.5% | $2,381-65.5% |
| Participant deferral / active EE | $2,948 | $3,175-7.1% | $5,081-42.0% | $3,470-15.0% |
| Admin fee / account holder | $252 | $5,589-95.5% | $13,411-98.1% | $4,887-94.8% |