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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 | $25,831 | $87,705-70.5% | $63,517-59.3% | $125,393-79.4% |
| Participation rate | 50.0% | 77.0%-27.0pp | 71.0%-21.0pp | 83.2%-33.2pp |
| Annual return | -2.89% | 21.70%-24.6pp | -70.30%+67.4pp | 282.23%-285.1pp |
| Employer contribution / active EE | $2,499 | $3,601-30.6% | $2,322+7.6% | $4,866-48.6% |
| Participant deferral / active EE | $2,500 | $3,939-36.5% | $2,953-15.3% | $5,351-53.3% |
| Admin fee / account holder | $0 | $11,948-100.0% | $5,892-100.0% | $9,541-100.0% |