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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 | $93,098-62.5% | $77,081-54.7% | $134,509-74.1% |
| Participation rate | 60.0% | 74.5%-14.5pp | 67.9%-7.9pp | 81.2%-21.2pp |
| Annual return | -15.94% | 62.63%-78.6pp | 42.33%-58.3pp | 418.13%-434.1pp |
| Employer contribution / active EE | $1,234 | $3,419-63.9% | $2,813-56.1% | $4,741-74.0% |
| Participant deferral / active EE | $7,356 | $5,239+40.4% | $4,428+66.1% | $6,400+14.9% |
| Admin fee / account holder | $0 | $6,945-100.0% | $5,427-100.0% | $11,427-100.0% |