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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 | $88,382 | $142,361-37.9% | $119,608-26.1% | $134,509-34.3% |
| Participation rate | 53.3% | 82.8%-29.5pp | 79.3%-25.9pp | 81.2%-27.9pp |
| Annual return | -19.06% | -12.46%-6.6pp | -14.98%-4.1pp | 418.13%-437.2pp |
| Employer contribution / active EE | $2,335 | $5,224-55.3% | $4,232-44.8% | $4,741-50.7% |
| Participant deferral / active EE | $4,482 | $6,468-30.7% | $5,601-20.0% | $6,400-30.0% |
| Admin fee / account holder | $182 | $13,588-98.7% | $10,326-98.2% | $11,427-98.4% |