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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 | $53,866 | $133,981-59.8% | $112,249-52.0% | $134,532-60.0% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -12.51% | 47.16%-59.7pp | 27.48%-40.0pp | 418.27%-430.8pp |
| Employer contribution / active EE | $1,494 | $4,040-63.0% | $3,636-58.9% | $4,741-68.5% |
| Participant deferral / active EE | $2,813 | $5,292-46.9% | $4,729-40.5% | $6,401-56.1% |
| Admin fee / account holder | $258 | $7,492-96.6% | $6,412-96.0% | $11,429-97.7% |