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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 | $32,830 | $167,362-80.4% | $143,799-77.2% | $134,532-75.6% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -18.47% | 0.47%-18.9pp | -0.04%-18.4pp | 418.27%-436.7pp |
| Employer contribution / active EE | $3,623 | $5,620-35.5% | $4,952-26.8% | $4,741-23.6% |
| Participant deferral / active EE | $10,221 | $6,447+58.5% | $5,638+81.3% | $6,401+59.7% |
| Admin fee / account holder | $223 | $18,094-98.8% | $14,677-98.5% | $11,429-98.0% |