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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 | $34,299 | $95,917-64.2% | $79,583-56.9% | $134,545-74.5% |
| Participation rate | 44.4% | 75.0%-30.6pp | 69.5%-25.0pp | 81.2%-36.8pp |
| Annual return | -19.49% | -2.70%-16.8pp | 0.16%-19.7pp | 418.37%-437.9pp |
| Employer contribution / active EE | $1,449 | $3,129-53.7% | $2,414-40.0% | $4,742-69.4% |
| Participant deferral / active EE | $2,173 | $4,694-53.7% | $3,986-45.5% | $6,401-66.1% |
| Admin fee / account holder | $219 | $9,132-97.6% | $6,835-96.8% | $11,431-98.1% |