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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 | $26,957 | $129,959-79.3% | $104,301-74.2% | $134,532-80.0% |
| Participation rate | 55.6% | 79.5%-24.0pp | 73.3%-17.7pp | 81.2%-25.7pp |
| Annual return | -19.36% | 42.04%-61.4pp | 24.61%-44.0pp | 418.27%-437.6pp |
| Employer contribution / active EE | $1,445 | $4,185-65.5% | $3,373-57.2% | $4,741-69.5% |
| Participant deferral / active EE | $2,413 | $5,589-56.8% | $4,626-47.8% | $6,401-62.3% |
| Admin fee / account holder | $160 | $9,325-98.3% | $7,340-97.8% | $11,429-98.6% |