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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 | $46,930 | $167,362-72.0% | $143,799-67.4% | $134,532-65.1% |
| Participation rate | 42.1% | 84.8%-42.7pp | 80.3%-38.2pp | 81.2%-39.1pp |
| Annual return | -19.27% | 0.47%-19.7pp | -0.04%-19.2pp | 418.27%-437.5pp |
| Employer contribution / active EE | $1,216 | $5,620-78.4% | $4,952-75.4% | $4,741-74.3% |
| Participant deferral / active EE | $3,582 | $6,447-44.4% | $5,638-36.5% | $6,401-44.0% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |