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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 | $51,537 | $167,353-69.2% | $143,797-64.2% | $134,545-61.7% |
| Participation rate | 57.9% | 84.8%-26.9pp | 80.3%-22.4pp | 81.2%-23.3pp |
| Annual return | -17.56% | 0.48%-18.0pp | -0.04%-17.5pp | 418.37%-435.9pp |
| Employer contribution / active EE | $1,786 | $5,620-68.2% | $4,952-63.9% | $4,742-62.3% |
| Participant deferral / active EE | $5,505 | $6,447-14.6% | $5,638-2.4% | $6,401-14.0% |
| Admin fee / account holder | $224 | $18,096-98.8% | $14,679-98.5% | $11,431-98.0% |