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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 | $45,916 | $167,362-72.6% | $143,799-68.1% | $134,532-65.9% |
| Participation rate | 30.0% | 84.8%-54.8pp | 80.3%-50.3pp | 81.2%-51.2pp |
| Annual return | -19.54% | 0.47%-20.0pp | -0.04%-19.5pp | 418.27%-437.8pp |
| Employer contribution / active EE | $1,242 | $5,620-77.9% | $4,952-74.9% | $4,741-73.8% |
| Participant deferral / active EE | $3,050 | $6,447-52.7% | $5,638-45.9% | $6,401-52.4% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |