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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 | $42,073 | $54,355-22.6% | $82,744-49.2% | $68,486-38.6% |
| Participation rate | 44.4% | 63.9%-19.5pp | 72.6%-28.1pp | 67.9%-23.4pp |
| Annual return | -18.58% | -13.67%-4.9pp | 702.22%-720.8pp | -7.85%-10.7pp |
| Employer contribution / active EE | $1,540 | $2,219-30.6% | $3,008-48.8% | $2,597-40.7% |
| Participant deferral / active EE | $2,629 | $3,246-19.0% | $4,395-40.2% | $4,028-34.7% |
| Admin fee / account holder | $276 | $4,397-93.7% | $5,325-94.8% | $5,404-94.9% |