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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 | $70,420 | $133,998-47.4% | $112,263-37.3% | $134,545-47.7% |
| Participation rate | 37.5% | 78.6%-41.1pp | 75.1%-37.6pp | 81.2%-43.7pp |
| Annual return | -15.97% | 47.17%-63.1pp | 27.49%-43.5pp | 418.37%-434.3pp |
| Employer contribution / active EE | $1,332 | $4,040-67.0% | $3,636-63.4% | $4,742-71.9% |
| Participant deferral / active EE | $5,763 | $5,292+8.9% | $4,729+21.9% | $6,401-10.0% |
| Admin fee / account holder | $187 | $7,493-97.5% | $6,410-97.1% | $11,431-98.4% |