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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 | $38,820 | $167,353-76.8% | $143,797-73.0% | $134,545-71.1% |
| Participation rate | 36.4% | 84.8%-48.5pp | 80.3%-44.0pp | 81.2%-44.9pp |
| Annual return | -16.90% | 0.48%-17.4pp | -0.04%-16.9pp | 418.37%-435.3pp |
| Employer contribution / active EE | $1,331 | $5,620-76.3% | $4,952-73.1% | $4,742-71.9% |
| Participant deferral / active EE | $7,602 | $6,447+17.9% | $5,638+34.8% | $6,401+18.8% |
| Admin fee / account holder | $6 | $18,096-100.0% | $14,679-100.0% | $11,431-99.9% |