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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 | $58,732 | $95,917-38.8% | $79,583-26.2% | $134,545-56.3% |
| Participation rate | 66.7% | 75.0%-8.4pp | 69.5%-2.8pp | 81.2%-14.6pp |
| Annual return | -13.85% | -2.70%-11.1pp | 0.16%-14.0pp | 418.37%-432.2pp |
| Employer contribution / active EE | $1,679 | $3,129-46.3% | $2,414-30.4% | $4,742-64.6% |
| Participant deferral / active EE | $2,753 | $4,694-41.3% | $3,986-30.9% | $6,401-57.0% |
| Admin fee / account holder | $241 | $9,132-97.4% | $6,835-96.5% | $11,431-97.9% |