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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 | $26,653 | $167,522-84.1% | $151,639-82.4% | $134,532-80.2% |
| Participation rate | 57.1% | 88.4%-31.2pp | 87.5%-30.3pp | 81.2%-24.1pp |
| Annual return | -20.02% | 7.81%-27.8pp | 3.34%-23.4pp | 418.27%-438.3pp |
| Employer contribution / active EE | $3,706 | $6,828-45.7% | $6,165-39.9% | $4,741-21.8% |
| Participant deferral / active EE | $3,580 | $8,986-60.2% | $8,363-57.2% | $6,401-44.1% |
| Admin fee / account holder | $13 | $13,780-99.9% | $11,613-99.9% | $11,429-99.9% |