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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 | $39,013 | $93,117-58.1% | $77,096-49.4% | $134,532-71.0% |
| Participation rate | 53.8% | 74.5%-20.6pp | 67.9%-14.1pp | 81.2%-27.4pp |
| Annual return | -18.89% | 62.67%-81.6pp | 42.35%-61.2pp | 418.27%-437.2pp |
| Employer contribution / active EE | $1,178 | $3,420-65.6% | $2,814-58.2% | $4,741-75.2% |
| Participant deferral / active EE | $4,219 | $5,241-19.5% | $4,429-4.7% | $6,401-34.1% |
| Admin fee / account holder | $0 | $6,948-100.0% | $5,428-100.0% | $11,429-100.0% |