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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 | $47,816 | $142,409-66.4% | $119,634-60.0% | $134,545-64.5% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.3%-29.3pp | 81.2%-31.2pp |
| Annual return | -16.56% | -12.46%-4.1pp | -14.98%-1.6pp | 418.37%-434.9pp |
| Employer contribution / active EE | $1,663 | $5,224-68.2% | $4,232-60.7% | $4,742-64.9% |
| Participant deferral / active EE | $5,500 | $6,468-15.0% | $5,601-1.8% | $6,401-14.1% |
| Admin fee / account holder | $20 | $13,594-99.9% | $10,329-99.8% | $11,431-99.8% |