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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 | $29,190 | $100,792-71.0% | $86,691-66.3% | $134,509-78.3% |
| Participation rate | 54.5% | 78.9%-24.4pp | 76.6%-22.0pp | 81.2%-26.7pp |
| Annual return | -15.17% | 29.08%-44.3pp | 35.94%-51.1pp | 418.13%-433.3pp |
| Employer contribution / active EE | $2,258 | $3,491-35.3% | $2,837-20.4% | $4,741-52.4% |
| Participant deferral / active EE | $2,904 | $5,339-45.6% | $4,656-37.6% | $6,400-54.6% |
| Admin fee / account holder | $289 | $10,924-97.4% | $7,492-96.1% | $11,427-97.5% |