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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 | $50,812 | $100,805-49.6% | $86,698-41.4% | $134,532-62.2% |
| Participation rate | 59.1% | 79.0%-19.9pp | 76.6%-17.5pp | 81.2%-22.1pp |
| Annual return | -18.52% | 29.09%-47.6pp | 35.95%-54.5pp | 418.27%-436.8pp |
| Employer contribution / active EE | $2,201 | $3,490-36.9% | $2,837-22.4% | $4,741-53.6% |
| Participant deferral / active EE | $2,664 | $5,339-50.1% | $4,656-42.8% | $6,401-58.4% |
| Admin fee / account holder | $3 | $10,925-100.0% | $7,493-100.0% | $11,429-100.0% |