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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 | $100,792-49.6% | $86,691-41.4% | $134,509-62.2% |
| Participation rate | 59.1% | 78.9%-19.9pp | 76.6%-17.5pp | 81.2%-22.1pp |
| Annual return | -18.52% | 29.08%-47.6pp | 35.94%-54.5pp | 418.13%-436.7pp |
| Employer contribution / active EE | $2,201 | $3,491-37.0% | $2,837-22.4% | $4,741-53.6% |
| Participant deferral / active EE | $2,664 | $5,339-50.1% | $4,656-42.8% | $6,400-58.4% |
| Admin fee / account holder | $3 | $10,924-100.0% | $7,492-100.0% | $11,427-100.0% |