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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 | $21,080 | $95,188-77.9% | $76,518-72.5% | $135,380-84.4% |
| Participation rate | 57.1% | 74.4%-17.2pp | 68.0%-10.9pp | 82.6%-25.5pp |
| Annual return | -8.49% | 4.85%-13.3pp | -0.27%-8.2pp | 519.81%-528.3pp |
| Employer contribution / active EE | $1,550 | $3,303-53.1% | $2,647-41.4% | $4,779-67.6% |
| Participant deferral / active EE | $2,578 | $4,640-44.4% | $3,836-32.8% | $5,609-54.0% |
| Admin fee / account holder | $68 | $6,249-98.9% | $4,849-98.6% | $10,828-99.4% |