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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 | $28,894 | $75,935-61.9% | $60,547-52.3% | $125,388-77.0% |
| Participation rate | 60.0% | 76.5%-16.5pp | 68.0%-8.0pp | 83.2%-23.2pp |
| Annual return | 0.00% | -5.38%+5.4pp | 335.64%-335.6pp | 282.24%-282.2pp |
| Employer contribution / active EE | $18,317 | $3,438+432.8% | $2,419+657.1% | $4,866+276.4% |
| Participant deferral / active EE | $7,461 | $4,506+65.6% | $3,328+124.2% | $5,352+39.4% |
| Admin fee / account holder | $131 | $6,768-98.1% | $4,536-97.1% | $9,541-98.6% |