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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 | $55,376 | $97,027-42.9% | $83,323-33.5% | $135,382-59.1% |
| Participation rate | 28.6% | 80.4%-51.8pp | 77.8%-49.2pp | 82.6%-54.1pp |
| Annual return | -6.63% | 12.31%-18.9pp | 10.63%-17.3pp | 519.77%-526.4pp |
| Employer contribution / active EE | $1,261 | $4,143-69.6% | $3,379-62.7% | $4,779-73.6% |
| Participant deferral / active EE | $4,165 | $5,964-30.2% | $5,565-25.2% | $5,609-25.7% |
| Admin fee / account holder | $15 | $8,427-99.8% | $7,539-99.8% | $10,829-99.9% |