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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 | $22,072 | $167,353-86.8% | $143,797-84.7% | $134,545-83.6% |
| Participation rate | 54.5% | 84.8%-30.3pp | 80.3%-25.8pp | 81.2%-26.7pp |
| Annual return | -19.93% | 0.48%-20.4pp | -0.04%-19.9pp | 418.37%-438.3pp |
| Employer contribution / active EE | $1,450 | $5,620-74.2% | $4,952-70.7% | $4,742-69.4% |
| Participant deferral / active EE | $3,494 | $6,447-45.8% | $5,638-38.0% | $6,401-45.4% |
| Admin fee / account holder | $176 | $18,096-99.0% | $14,679-98.8% | $11,431-98.5% |