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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 | $43,653 | $95,917-54.5% | $79,583-45.1% | $134,545-67.6% |
| Participation rate | 66.7% | 75.0%-8.4pp | 69.5%-2.8pp | 81.2%-14.6pp |
| Annual return | -13.00% | -2.70%-10.3pp | 0.16%-13.2pp | 418.37%-431.4pp |
| Employer contribution / active EE | $9,049 | $3,129+189.2% | $2,414+274.9% | $4,742+90.8% |
| Participant deferral / active EE | $5,627 | $4,694+19.9% | $3,986+41.2% | $6,401-12.1% |
| Admin fee / account holder | $186 | $9,132-98.0% | $6,835-97.3% | $11,431-98.4% |