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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 | $18,281 | $93,117-80.4% | $77,096-76.3% | $134,532-86.4% |
| Participation rate | 59.1% | 74.5%-15.4pp | 67.9%-8.8pp | 81.2%-22.1pp |
| Annual return | -20.67% | 62.67%-83.3pp | 42.35%-63.0pp | 418.27%-438.9pp |
| Employer contribution / active EE | $2,273 | $3,420-33.5% | $2,814-19.2% | $4,741-52.1% |
| Participant deferral / active EE | $4,932 | $5,241-5.9% | $4,429+11.3% | $6,401-23.0% |
| Admin fee / account holder | $142 | $6,948-98.0% | $5,428-97.4% | $11,429-98.8% |