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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 | $34,815 | $95,915-63.7% | $79,580-56.3% | $134,532-74.1% |
| Participation rate | 69.2% | 75.0%-5.8pp | 69.5%-0.3pp | 81.2%-12.0pp |
| Annual return | -18.18% | -2.71%-15.5pp | 0.15%-18.3pp | 418.27%-436.4pp |
| Employer contribution / active EE | $3,554 | $3,129+13.6% | $2,413+47.3% | $4,741-25.0% |
| Participant deferral / active EE | $7,917 | $4,693+68.7% | $3,985+98.6% | $6,401+23.7% |
| Admin fee / account holder | $0 | $9,132-100.0% | $6,835-100.0% | $11,429-100.0% |