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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 | $64,125 | $133,998-52.1% | $112,263-42.9% | $134,545-52.3% |
| Participation rate | 27.3% | 78.6%-51.3pp | 75.1%-47.8pp | 81.2%-54.0pp |
| Annual return | -14.02% | 47.17%-61.2pp | 27.49%-41.5pp | 418.37%-432.4pp |
| Employer contribution / active EE | $1,209 | $4,040-70.1% | $3,636-66.8% | $4,742-74.5% |
| Participant deferral / active EE | $3,725 | $5,292-29.6% | $4,729-21.2% | $6,401-41.8% |
| Admin fee / account holder | $84 | $7,493-98.9% | $6,410-98.7% | $11,431-99.3% |