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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 | $18,864 | $67,352-72.0% | $60,899-69.0% | $134,509-86.0% |
| Participation rate | 53.8% | 76.2%-22.3pp | 73.1%-19.3pp | 81.2%-27.4pp |
| Annual return | -16.60% | 49.99%-66.6pp | 16.92%-33.5pp | 418.13%-434.7pp |
| Employer contribution / active EE | $1,319 | $3,098-57.4% | $2,702-51.2% | $4,741-72.2% |
| Participant deferral / active EE | $5,493 | $4,539+21.0% | $3,817+43.9% | $6,400-14.2% |
| Admin fee / account holder | $185 | $4,585-96.0% | $3,225-94.3% | $11,427-98.4% |