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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 | $51,881 | $69,012-24.8% | $160,009-67.6% | $68,486-24.2% |
| Participation rate | 46.4% | 65.4%-19.0pp | 78.0%-31.6pp | 67.9%-21.5pp |
| Annual return | -15.20% | -9.65%-5.5pp | 408.85%-424.0pp | -7.85%-7.3pp |
| Employer contribution / active EE | $2,123 | $2,212-4.1% | $4,225-49.8% | $2,597-18.3% |
| Participant deferral / active EE | $4,917 | $4,212+16.7% | $6,183-20.5% | $4,028+22.1% |
| Admin fee / account holder | $64 | $4,798-98.7% | $8,715-99.3% | $5,404-98.8% |