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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 | $38,416 | $95,917-59.9% | $79,583-51.7% | $134,545-71.4% |
| Participation rate | 69.2% | 75.0%-5.8pp | 69.5%-0.3pp | 81.2%-12.0pp |
| Annual return | -16.88% | -2.70%-14.2pp | 0.16%-17.0pp | 418.37%-435.2pp |
| Employer contribution / active EE | $2,549 | $3,129-18.5% | $2,414+5.6% | $4,742-46.2% |
| Participant deferral / active EE | $3,906 | $4,694-16.8% | $3,986-2.0% | $6,401-39.0% |
| Admin fee / account holder | $194 | $9,132-97.9% | $6,835-97.2% | $11,431-98.3% |