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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 | $39,079 | $167,362-76.7% | $143,799-72.8% | $134,532-71.0% |
| Participation rate | 57.1% | 84.8%-27.7pp | 80.3%-23.2pp | 81.2%-24.1pp |
| Annual return | -12.66% | 0.47%-13.1pp | -0.04%-12.6pp | 418.27%-430.9pp |
| Employer contribution / active EE | $7,058 | $5,620+25.6% | $4,952+42.5% | $4,741+48.9% |
| Participant deferral / active EE | $4,273 | $6,447-33.7% | $5,638-24.2% | $6,401-33.2% |
| Admin fee / account holder | $294 | $18,094-98.4% | $14,677-98.0% | $11,429-97.4% |