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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 | $51,885 | $134,001-61.3% | $112,258-53.8% | $134,509-61.4% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -16.75% | 47.15%-63.9pp | 27.47%-44.2pp | 418.13%-434.9pp |
| Employer contribution / active EE | $1,997 | $4,039-50.6% | $3,636-45.1% | $4,741-57.9% |
| Participant deferral / active EE | $2,965 | $5,291-44.0% | $4,728-37.3% | $6,400-53.7% |
| Admin fee / account holder | $102 | $7,491-98.6% | $6,411-98.4% | $11,427-99.1% |