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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 | $29,041 | $142,409-79.6% | $119,634-75.7% | $134,545-78.4% |
| Participation rate | 66.7% | 82.8%-16.2pp | 79.3%-12.6pp | 81.2%-14.6pp |
| Annual return | -15.40% | -12.46%-2.9pp | -14.98%-0.4pp | 418.37%-433.8pp |
| Employer contribution / active EE | $2,061 | $5,224-60.5% | $4,232-51.3% | $4,742-56.5% |
| Participant deferral / active EE | $6,416 | $6,468-0.8% | $5,601+14.6% | $6,401+0.2% |
| Admin fee / account holder | $286 | $13,594-97.9% | $10,329-97.2% | $11,431-97.5% |