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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 | $25,361 | $82,678-69.3% | $125,391-79.8% | $68,490-63.0% |
| Participation rate | 43.0% | 75.1%-32.0pp | 82.4%-39.4pp | 67.9%-24.9pp |
| Annual return | -10.94% | -5.97%-5.0pp | 572.41%-583.4pp | -7.85%-3.1pp |
| Employer contribution / active EE | $1,125 | $3,382-66.7% | $4,816-76.6% | $2,597-56.7% |
| Participant deferral / active EE | $2,868 | $6,111-53.1% | $7,448-61.5% | $4,028-28.8% |
| Admin fee / account holder | $89 | $6,277-98.6% | $10,009-99.1% | $5,403-98.3% |