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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 | $45,018 | $54,370-17.2% | $82,763-45.6% | $68,490-34.3% |
| Participation rate | 53.3% | 63.9%-10.6pp | 72.6%-19.2pp | 67.9%-14.6pp |
| Annual return | -17.15% | -13.67%-3.5pp | 702.45%-719.6pp | -7.85%-9.3pp |
| Employer contribution / active EE | $993 | $2,219-55.2% | $3,008-67.0% | $2,597-61.8% |
| Participant deferral / active EE | $2,935 | $3,247-9.6% | $4,395-33.2% | $4,028-27.1% |
| Admin fee / account holder | $18 | $4,398-99.6% | $5,325-99.7% | $5,403-99.7% |