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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 | $40,551 | $95,193-57.4% | $76,523-47.0% | $135,382-70.0% |
| Participation rate | 52.9% | 74.4%-21.5pp | 68.0%-15.1pp | 82.6%-29.7pp |
| Annual return | -7.72% | 4.85%-12.6pp | -0.27%-7.5pp | 519.77%-527.5pp |
| Employer contribution / active EE | $1,383 | $3,302-58.1% | $2,647-47.8% | $4,779-71.1% |
| Participant deferral / active EE | $3,432 | $4,639-26.0% | $3,835-10.5% | $5,609-38.8% |
| Admin fee / account holder | $141 | $6,249-97.7% | $4,848-97.1% | $10,829-98.7% |