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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 | $37,985 | $57,352-33.8% | $83,830-54.7% | $64,173-40.8% |
| Participation rate | 59.3% | 68.6%-9.3pp | 76.1%-16.9pp | 69.6%-10.3pp |
| Annual return | -7.32% | 11.38%-18.7pp | 850.97%-858.3pp | 7.63%-15.0pp |
| Employer contribution / active EE | $1,005 | $2,546-60.5% | $3,631-72.3% | $2,381-57.8% |
| Participant deferral / active EE | $2,132 | $2,993-28.8% | $4,082-47.8% | $3,470-38.6% |
| Admin fee / account holder | $282 | $4,046-93.0% | $5,479-94.9% | $4,887-94.2% |