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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 | $21,594 | $95,915-77.5% | $79,580-72.9% | $134,532-83.9% |
| Participation rate | 50.0% | 75.0%-25.0pp | 69.5%-19.5pp | 81.2%-31.2pp |
| Annual return | -14.44% | -2.71%-11.7pp | 0.15%-14.6pp | 418.27%-432.7pp |
| Employer contribution / active EE | $1,235 | $3,129-60.5% | $2,413-48.8% | $4,741-74.0% |
| Participant deferral / active EE | $3,290 | $4,693-29.9% | $3,985-17.5% | $6,401-48.6% |
| Admin fee / account holder | $0 | $9,132-100.0% | $6,835-100.0% | $11,429-100.0% |