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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 | $40,793 | $72,404-43.7% | $110,243-63.0% | $64,173-36.4% |
| Participation rate | 55.6% | 73.3%-17.8pp | 79.8%-24.3pp | 69.6%-14.0pp |
| Annual return | -6.50% | -6.29%-0.2pp | 314.76%-321.3pp | 7.63%-14.1pp |
| Employer contribution / active EE | $2,000 | $2,282-12.3% | $3,827-47.7% | $2,381-16.0% |
| Participant deferral / active EE | $3,917 | $3,469+12.9% | $4,672-16.2% | $3,470+12.9% |
| Admin fee / account holder | $49 | $5,664-99.1% | $8,548-99.4% | $4,887-99.0% |