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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 | $32,809 | $95,917-65.8% | $79,583-58.8% | $134,545-75.6% |
| Participation rate | 40.9% | 75.0%-34.1pp | 69.5%-28.6pp | 81.2%-40.3pp |
| Annual return | -17.03% | -2.70%-14.3pp | 0.16%-17.2pp | 418.37%-435.4pp |
| Employer contribution / active EE | $1,004 | $3,129-67.9% | $2,414-58.4% | $4,742-78.8% |
| Participant deferral / active EE | $1,652 | $4,694-64.8% | $3,986-58.5% | $6,401-74.2% |
| Admin fee / account holder | $30 | $9,132-99.7% | $6,835-99.6% | $11,431-99.7% |