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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 | $42,858 | $142,361-69.9% | $119,608-64.2% | $134,509-68.1% |
| Participation rate | 57.1% | 82.8%-25.7pp | 79.3%-22.1pp | 81.2%-24.1pp |
| Annual return | -16.65% | -12.46%-4.2pp | -14.98%-1.7pp | 418.13%-434.8pp |
| Employer contribution / active EE | $2,255 | $5,224-56.8% | $4,232-46.7% | $4,741-52.4% |
| Participant deferral / active EE | $4,854 | $6,468-25.0% | $5,601-13.3% | $6,400-24.2% |
| Admin fee / account holder | $250 | $13,588-98.2% | $10,326-97.6% | $11,427-97.8% |