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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 | $34,718 | $95,915-63.8% | $79,580-56.4% | $134,532-74.2% |
| Participation rate | 66.7% | 75.0%-8.4pp | 69.5%-2.8pp | 81.2%-14.6pp |
| Annual return | -15.04% | -2.71%-12.3pp | 0.15%-15.2pp | 418.27%-433.3pp |
| Employer contribution / active EE | $2,261 | $3,129-27.7% | $2,413-6.3% | $4,741-52.3% |
| Participant deferral / active EE | $3,312 | $4,693-29.4% | $3,985-16.9% | $6,401-48.3% |
| Admin fee / account holder | $43 | $9,132-99.5% | $6,835-99.4% | $11,429-99.6% |