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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 | $33,085 | $167,353-80.2% | $143,797-77.0% | $134,545-75.4% |
| Participation rate | 65.2% | 84.8%-19.6pp | 80.3%-15.1pp | 81.2%-16.0pp |
| Annual return | -17.12% | 0.48%-17.6pp | -0.04%-17.1pp | 418.37%-435.5pp |
| Employer contribution / active EE | $1,860 | $5,620-66.9% | $4,952-62.4% | $4,742-60.8% |
| Participant deferral / active EE | $3,262 | $6,447-49.4% | $5,638-42.1% | $6,401-49.0% |
| Admin fee / account holder | $257 | $18,096-98.6% | $14,679-98.2% | $11,431-97.8% |