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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 | $51,179 | $95,915-46.6% | $79,580-35.7% | $134,532-62.0% |
| Participation rate | 60.0% | 75.0%-15.0pp | 69.5%-9.5pp | 81.2%-21.2pp |
| Annual return | -8.03% | -2.71%-5.3pp | 0.15%-8.2pp | 418.27%-426.3pp |
| Employer contribution / active EE | $1,168 | $3,129-62.7% | $2,413-51.6% | $4,741-75.4% |
| Participant deferral / active EE | $4,110 | $4,693-12.4% | $3,985+3.1% | $6,401-35.8% |
| Admin fee / account holder | $18 | $9,132-99.8% | $6,835-99.7% | $11,429-99.8% |