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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 | $40,818 | $97,729-58.2% | $83,830-51.3% | $135,379-69.8% |
| Participation rate | 60.0% | 80.0%-20.0pp | 76.1%-16.1pp | 82.6%-22.6pp |
| Annual return | -3.14% | 1287.52%-1290.7pp | 850.97%-854.1pp | 519.79%-522.9pp |
| Employer contribution / active EE | $2,197 | $4,222-48.0% | $3,631-39.5% | $4,779-54.0% |
| Participant deferral / active EE | $4,465 | $4,683-4.7% | $4,082+9.4% | $5,609-20.4% |
| Admin fee / account holder | $84 | $6,674-98.7% | $5,479-98.5% | $10,828-99.2% |