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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 | $22,792 | $95,979-76.3% | $74,551-69.4% | $135,380-83.2% |
| Participation rate | 61.9% | 75.7%-13.7pp | 69.1%-7.2pp | 82.6%-20.7pp |
| Annual return | -8.81% | 56.97%-65.8pp | 32.53%-41.3pp | 519.81%-528.6pp |
| Employer contribution / active EE | $1,153 | $2,716-57.5% | $1,961-41.2% | $4,779-75.9% |
| Participant deferral / active EE | $2,571 | $3,844-33.1% | $3,108-17.3% | $5,609-54.2% |
| Admin fee / account holder | $127 | $6,522-98.1% | $5,059-97.5% | $10,828-98.8% |