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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 | $61,781 | $95,917-35.6% | $79,583-22.4% | $134,545-54.1% |
| Participation rate | 40.9% | 75.0%-34.1pp | 69.5%-28.6pp | 81.2%-40.3pp |
| Annual return | -18.69% | -2.70%-16.0pp | 0.16%-18.9pp | 418.37%-437.1pp |
| Employer contribution / active EE | $1,116 | $3,129-64.3% | $2,414-53.8% | $4,742-76.5% |
| Participant deferral / active EE | $2,715 | $4,694-42.2% | $3,986-31.9% | $6,401-57.6% |
| Admin fee / account holder | $8 | $9,132-99.9% | $6,835-99.9% | $11,431-99.9% |