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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 | $38,304 | $82,324-53.5% | $68,803-44.3% | $134,545-71.5% |
| Participation rate | 42.1% | 75.1%-32.9pp | 69.0%-26.9pp | 81.2%-39.1pp |
| Annual return | -15.84% | -2.17%-13.7pp | -6.37%-9.5pp | 418.37%-434.2pp |
| Employer contribution / active EE | $1,774 | $3,302-46.3% | $2,656-33.2% | $4,742-62.6% |
| Participant deferral / active EE | $3,127 | $4,740-34.0% | $3,942-20.7% | $6,401-51.2% |
| Admin fee / account holder | $0 | $6,485-100.0% | $4,936-100.0% | $11,431-100.0% |