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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 | $77,017 | $100,811-23.6% | $86,698-11.2% | $134,545-42.8% |
| Participation rate | 60.0% | 79.0%-19.0pp | 76.6%-16.6pp | 81.2%-21.2pp |
| Annual return | -16.66% | 29.11%-45.8pp | 35.96%-52.6pp | 418.37%-435.0pp |
| Employer contribution / active EE | $1,529 | $3,490-56.2% | $2,837-46.1% | $4,742-67.8% |
| Participant deferral / active EE | $4,381 | $5,339-17.9% | $4,656-5.9% | $6,401-31.6% |
| Admin fee / account holder | $207 | $10,926-98.1% | $7,492-97.2% | $11,431-98.2% |