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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 | $22,972 | $129,959-82.3% | $104,301-78.0% | $134,509-82.9% |
| Participation rate | 63.2% | 79.5%-16.4pp | 73.3%-10.1pp | 81.2%-18.1pp |
| Annual return | -18.95% | 42.04%-61.0pp | 24.61%-43.6pp | 418.13%-437.1pp |
| Employer contribution / active EE | $1,030 | $4,185-75.4% | $3,373-69.5% | $4,741-78.3% |
| Participant deferral / active EE | $2,427 | $5,589-56.6% | $4,626-47.5% | $6,400-62.1% |
| Admin fee / account holder | $265 | $9,325-97.2% | $7,340-96.4% | $11,427-97.7% |