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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 | $40,780 | $78,694-48.2% | $67,653-39.7% | $125,388-67.5% |
| Participation rate | 66.7% | 78.8%-12.1pp | 75.7%-9.0pp | 83.2%-16.5pp |
| Annual return | -2.83% | 9.46%-12.3pp | 6625.22%-6628.0pp | 282.24%-285.1pp |
| Employer contribution / active EE | $4,317 | $3,044+41.8% | $2,266+90.5% | $4,866-11.3% |
| Participant deferral / active EE | $11,485 | $4,292+167.6% | $3,560+222.6% | $5,352+114.6% |
| Admin fee / account holder | $268 | $7,403-96.4% | $4,821-94.5% | $9,541-97.2% |