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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 | $53,659 | $133,998-60.0% | $112,263-52.2% | $134,545-60.1% |
| Participation rate | 37.5% | 78.6%-41.1pp | 75.1%-37.6pp | 81.2%-43.7pp |
| Annual return | -19.13% | 47.17%-66.3pp | 27.49%-46.6pp | 418.37%-437.5pp |
| Employer contribution / active EE | $1,050 | $4,040-74.0% | $3,636-71.1% | $4,742-77.9% |
| Participant deferral / active EE | $6,059 | $5,292+14.5% | $4,729+28.1% | $6,401-5.4% |
| Admin fee / account holder | $20 | $7,493-99.7% | $6,410-99.7% | $11,431-99.8% |