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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 | $28,358 | $75,962-62.7% | $154,111-81.6% | $64,173-55.8% |
| Participation rate | 66.7% | 70.4%-3.7pp | 83.0%-16.4pp | 69.6%-2.9pp |
| Annual return | -7.82% | 30.32%-38.1pp | 735.18%-743.0pp | 7.63%-15.5pp |
| Employer contribution / active EE | $1,375 | $3,350-59.0% | $5,298-74.1% | $2,381-42.3% |
| Participant deferral / active EE | $2,064 | $3,175-35.0% | $5,081-59.4% | $3,470-40.5% |
| Admin fee / account holder | $0 | $5,589-100.0% | $13,411-100.0% | $4,887-100.0% |