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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 | $19,196 | $82,674-76.8% | $125,381-84.7% | $68,486-72.0% |
| Participation rate | 67.7% | 75.1%-7.3pp | 82.4%-14.6pp | 67.9%-0.2pp |
| Annual return | -14.74% | -5.97%-8.8pp | 572.31%-587.1pp | -7.85%-6.9pp |
| Employer contribution / active EE | $2,800 | $3,382-17.2% | $4,815-41.8% | $2,597+7.8% |
| Participant deferral / active EE | $5,734 | $6,111-6.2% | $7,448-23.0% | $4,028+42.4% |
| Admin fee / account holder | $19 | $6,277-99.7% | $10,007-99.8% | $5,404-99.6% |