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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 | $17,596 | $95,979-81.7% | $74,551-76.4% | $135,380-87.0% |
| Participation rate | 58.3% | 75.7%-17.3pp | 69.1%-10.8pp | 82.6%-24.3pp |
| Annual return | -7.42% | 56.97%-64.4pp | 32.53%-40.0pp | 519.81%-527.2pp |
| Employer contribution / active EE | $2,175 | $2,716-19.9% | $1,961+10.9% | $4,779-54.5% |
| Participant deferral / active EE | $2,957 | $3,844-23.1% | $3,108-4.9% | $5,609-47.3% |
| Admin fee / account holder | $238 | $6,522-96.4% | $5,059-95.3% | $10,828-97.8% |