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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 | $51,877 | $53,546-3.1% | $69,884-25.8% | $68,486-24.3% |
| Participation rate | 57.9% | 64.5%-6.6pp | 70.5%-12.6pp | 67.9%-10.0pp |
| Annual return | -17.17% | -13.87%-3.3pp | 190.81%-208.0pp | -7.85%-9.3pp |
| Employer contribution / active EE | $1,709 | $2,019-15.3% | $2,560-33.2% | $2,597-34.2% |
| Participant deferral / active EE | $3,623 | $2,957+22.5% | $3,848-5.8% | $4,028-10.0% |
| Admin fee / account holder | $81 | $4,693-98.3% | $6,266-98.7% | $5,404-98.5% |