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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 | $110,627 | $133,981-17.4% | $112,249-1.4% | $134,532-17.8% |
| Participation rate | 42.9% | 78.6%-35.7pp | 75.1%-32.2pp | 81.2%-38.4pp |
| Annual return | -13.55% | 47.16%-60.7pp | 27.48%-41.0pp | 418.27%-431.8pp |
| Employer contribution / active EE | $1,213 | $4,040-70.0% | $3,636-66.6% | $4,741-74.4% |
| Participant deferral / active EE | $4,635 | $5,292-12.4% | $4,729-2.0% | $6,401-27.6% |
| Admin fee / account holder | $272 | $7,492-96.4% | $6,412-95.8% | $11,429-97.6% |