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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 | $80,007 | $142,392-43.8% | $119,622-33.1% | $134,532-40.5% |
| Participation rate | 57.9% | 82.8%-24.9pp | 79.3%-21.4pp | 81.2%-23.3pp |
| Annual return | -17.33% | -12.46%-4.9pp | -14.98%-2.4pp | 418.27%-435.6pp |
| Employer contribution / active EE | $2,407 | $5,224-53.9% | $4,232-43.1% | $4,741-49.2% |
| Participant deferral / active EE | $3,714 | $6,467-42.6% | $5,601-33.7% | $6,401-42.0% |
| Admin fee / account holder | $180 | $13,593-98.7% | $10,328-98.3% | $11,429-98.4% |