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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 | $21,127 | $82,314-74.3% | $68,808-69.3% | $134,532-84.3% |
| Participation rate | 50.0% | 75.1%-25.1pp | 69.0%-19.0pp | 81.2%-31.2pp |
| Annual return | -20.55% | -2.18%-18.4pp | -6.37%-14.2pp | 418.27%-438.8pp |
| Employer contribution / active EE | $1,976 | $3,301-40.1% | $2,656-25.6% | $4,741-58.3% |
| Participant deferral / active EE | $5,640 | $4,740+19.0% | $3,942+43.1% | $6,401-11.9% |
| Admin fee / account holder | $127 | $6,484-98.0% | $4,936-97.4% | $11,429-98.9% |