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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 | $48,819 | $100,792-51.6% | $86,691-43.7% | $134,509-63.7% |
| Participation rate | 63.2% | 78.9%-15.8pp | 76.6%-13.4pp | 81.2%-18.1pp |
| Annual return | -19.33% | 29.08%-48.4pp | 35.94%-55.3pp | 418.13%-437.5pp |
| Employer contribution / active EE | $1,865 | $3,491-46.6% | $2,837-34.3% | $4,741-60.7% |
| Participant deferral / active EE | $5,116 | $5,339-4.2% | $4,656+9.9% | $6,400-20.1% |
| Admin fee / account holder | $26 | $10,924-99.8% | $7,492-99.7% | $11,427-99.8% |