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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 | $31,606 | $133,981-76.4% | $112,249-71.8% | $134,532-76.5% |
| Participation rate | 61.9% | 78.6%-16.7pp | 75.1%-13.2pp | 81.2%-19.3pp |
| Annual return | -20.43% | 47.16%-67.6pp | 27.48%-47.9pp | 418.27%-438.7pp |
| Employer contribution / active EE | $2,776 | $4,040-31.3% | $3,636-23.7% | $4,741-41.5% |
| Participant deferral / active EE | $5,269 | $5,292-0.4% | $4,729+11.4% | $6,401-17.7% |
| Admin fee / account holder | $43 | $7,492-99.4% | $6,412-99.3% | $11,429-99.6% |