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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 | $20,953 | $105,866-80.2% | $90,766-76.9% | $134,545-84.4% |
| Participation rate | 54.5% | 78.3%-23.7pp | 75.7%-21.2pp | 81.2%-26.7pp |
| Annual return | -8.93% | -10.99%+2.1pp | -12.16%+3.2pp | 418.37%-427.3pp |
| Employer contribution / active EE | $5,173 | $3,464+49.4% | $2,922+77.1% | $4,742+9.1% |
| Participant deferral / active EE | $0 | $5,217-100.0% | $4,565-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $13,938-100.0% | $8,446-100.0% | $11,431-100.0% |