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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 | $50,193 | $75,962-33.9% | $154,111-67.4% | $64,173-21.8% |
| Participation rate | 60.6% | 70.4%-9.8pp | 83.0%-22.4pp | 69.6%-9.0pp |
| Annual return | -7.68% | 30.32%-38.0pp | 735.18%-742.9pp | 7.63%-15.3pp |
| Employer contribution / active EE | $2,754 | $3,350-17.8% | $5,298-48.0% | $2,381+15.7% |
| Participant deferral / active EE | $4,942 | $3,175+55.7% | $5,081-2.7% | $3,470+42.4% |
| Admin fee / account holder | $40 | $5,589-99.3% | $13,411-99.7% | $4,887-99.2% |