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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 | $20,607 | $142,409-85.5% | $119,634-82.8% | $134,545-84.7% |
| Participation rate | 57.1% | 82.8%-25.7pp | 79.3%-22.1pp | 81.2%-24.1pp |
| Annual return | 0.00% | -12.46%+12.5pp | -14.98%+15.0pp | 418.37%-418.4pp |
| Employer contribution / active EE | $7,797 | $5,224+49.2% | $4,232+84.2% | $4,742+64.4% |
| Participant deferral / active EE | $3,978 | $6,468-38.5% | $5,601-29.0% | $6,401-37.9% |
| Admin fee / account holder | $0 | $13,594-100.0% | $10,329-100.0% | $11,431-100.0% |