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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 | $38,708 | $133,981-71.1% | $112,249-65.5% | $134,532-71.2% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -18.92% | 47.16%-66.1pp | 27.48%-46.4pp | 418.27%-437.2pp |
| Employer contribution / active EE | $1,624 | $4,040-59.8% | $3,636-55.3% | $4,741-65.7% |
| Participant deferral / active EE | $3,377 | $5,292-36.2% | $4,729-28.6% | $6,401-47.2% |
| Admin fee / account holder | $285 | $7,492-96.2% | $6,412-95.5% | $11,429-97.5% |