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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 | $39,586 | $167,353-76.3% | $143,797-72.5% | $134,545-70.6% |
| Participation rate | 47.1% | 84.8%-37.8pp | 80.3%-33.3pp | 81.2%-34.2pp |
| Annual return | -16.99% | 0.48%-17.5pp | -0.04%-16.9pp | 418.37%-435.4pp |
| Employer contribution / active EE | $9,846 | $5,620+75.2% | $4,952+98.8% | $4,742+107.6% |
| Participant deferral / active EE | $8,298 | $6,447+28.7% | $5,638+47.2% | $6,401+29.6% |
| Admin fee / account holder | $158 | $18,096-99.1% | $14,679-98.9% | $11,431-98.6% |