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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 | $34,891 | $93,124-62.5% | $77,100-54.7% | $134,545-74.1% |
| Participation rate | 60.0% | 74.5%-14.5pp | 67.9%-7.9pp | 81.2%-21.2pp |
| Annual return | -15.94% | 62.68%-78.6pp | 42.35%-58.3pp | 418.37%-434.3pp |
| Employer contribution / active EE | $1,234 | $3,421-63.9% | $2,815-56.2% | $4,742-74.0% |
| Participant deferral / active EE | $7,356 | $5,242+40.3% | $4,430+66.1% | $6,401+14.9% |
| Admin fee / account holder | $0 | $6,970-100.0% | $5,443-100.0% | $11,431-100.0% |