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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 | $87,014 | $133,998-35.1% | $112,263-22.5% | $134,545-35.3% |
| Participation rate | 29.4% | 78.6%-49.1pp | 75.1%-45.7pp | 81.2%-51.8pp |
| Annual return | -16.85% | 47.17%-64.0pp | 27.49%-44.3pp | 418.37%-435.2pp |
| Employer contribution / active EE | $1,044 | $4,040-74.2% | $3,636-71.3% | $4,742-78.0% |
| Participant deferral / active EE | $3,449 | $5,292-34.8% | $4,729-27.1% | $6,401-46.1% |
| Admin fee / account holder | $0 | $7,493-100.0% | $6,410-100.0% | $11,431-100.0% |