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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 | $56,054 | $59,111-5.2% | $86,451-35.2% | $68,490-18.2% |
| Participation rate | 62.5% | 75.2%-12.7pp | 80.3%-17.8pp | 67.9%-5.4pp |
| Annual return | -18.28% | -0.22%-18.1pp | 4398.51%-4416.8pp | -7.85%-10.4pp |
| Employer contribution / active EE | $2,027 | $2,519-19.5% | $3,770-46.2% | $2,597-21.9% |
| Participant deferral / active EE | $4,012 | $5,900-32.0% | $6,953-42.3% | $4,028-0.4% |
| Admin fee / account holder | $282 | $5,640-95.0% | $6,734-95.8% | $5,403-94.8% |