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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 | $22,226 | $82,678-73.1% | $125,391-82.3% | $68,490-67.5% |
| Participation rate | 48.0% | 75.1%-27.1pp | 82.4%-34.4pp | 67.9%-19.9pp |
| Annual return | -16.93% | -5.97%-11.0pp | 572.41%-589.3pp | -7.85%-9.1pp |
| Employer contribution / active EE | $3,292 | $3,382-2.7% | $4,816-31.6% | $2,597+26.8% |
| Participant deferral / active EE | $6,841 | $6,111+11.9% | $7,448-8.1% | $4,028+69.9% |
| Admin fee / account holder | $229 | $6,277-96.4% | $10,009-97.7% | $5,403-95.8% |