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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 | $76,003 | $95,915-20.8% | $79,580-4.5% | $134,532-43.5% |
| Participation rate | 33.3% | 75.0%-41.7pp | 69.5%-36.2pp | 81.2%-47.9pp |
| Annual return | -17.03% | -2.71%-14.3pp | 0.15%-17.2pp | 418.27%-435.3pp |
| Employer contribution / active EE | $997 | $3,129-68.1% | $2,413-58.7% | $4,741-79.0% |
| Participant deferral / active EE | $4,472 | $4,693-4.7% | $3,985+12.2% | $6,401-30.1% |
| Admin fee / account holder | $0 | $9,132-100.0% | $6,835-100.0% | $11,429-100.0% |