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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 | $66,117 | $133,981-50.7% | $112,249-41.1% | $134,532-50.9% |
| Participation rate | 40.9% | 78.6%-37.6pp | 75.1%-34.2pp | 81.2%-40.3pp |
| Annual return | -2.93% | 47.16%-50.1pp | 27.48%-30.4pp | 418.27%-421.2pp |
| Employer contribution / active EE | $2,056 | $4,040-49.1% | $3,636-43.5% | $4,741-56.6% |
| Participant deferral / active EE | $4,960 | $5,292-6.3% | $4,729+4.9% | $6,401-22.5% |
| Admin fee / account holder | $241 | $7,492-96.8% | $6,412-96.2% | $11,429-97.9% |