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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 | $18,808 | $91,911-79.5% | $68,612-72.6% | $135,380-86.1% |
| Participation rate | 50.0% | 76.7%-26.7pp | 72.2%-22.2pp | 82.6%-32.6pp |
| Annual return | -8.03% | -8.22%+0.2pp | -4.63%-3.4pp | 519.81%-527.8pp |
| Employer contribution / active EE | $1,035 | $3,924-73.6% | $2,625-60.6% | $4,779-78.3% |
| Participant deferral / active EE | $1,560 | $4,315-63.8% | $3,311-52.9% | $5,609-72.2% |
| Admin fee / account holder | $0 | $9,240-100.0% | $5,131-100.0% | $10,828-100.0% |