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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 | $92,920 | $95,895-3.1% | $79,576+16.8% | $134,509-30.9% |
| Participation rate | 42.9% | 75.0%-32.2pp | 69.5%-26.6pp | 81.2%-38.4pp |
| Annual return | -19.00% | -2.72%-16.3pp | 0.15%-19.1pp | 418.13%-437.1pp |
| Employer contribution / active EE | $804 | $3,128-74.3% | $2,413-66.7% | $4,741-83.0% |
| Participant deferral / active EE | $4,561 | $4,693-2.8% | $3,985+14.5% | $6,400-28.7% |
| Admin fee / account holder | $0 | $9,129-100.0% | $6,834-100.0% | $11,427-100.0% |