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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 | $19,800 | $82,324-75.9% | $68,803-71.2% | $134,545-85.3% |
| Participation rate | 45.0% | 75.1%-30.1pp | 69.0%-24.0pp | 81.2%-36.2pp |
| Annual return | -17.51% | -2.17%-15.3pp | -6.37%-11.1pp | 418.37%-435.9pp |
| Employer contribution / active EE | $1,255 | $3,302-62.0% | $2,656-52.8% | $4,742-73.5% |
| Participant deferral / active EE | $3,573 | $4,740-24.6% | $3,942-9.3% | $6,401-44.2% |
| Admin fee / account holder | $20 | $6,485-99.7% | $4,936-99.6% | $11,431-99.8% |