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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 | $25,290 | $167,362-84.9% | $143,799-82.4% | $134,532-81.2% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -8.08% | 0.47%-8.6pp | -0.04%-8.0pp | 418.27%-426.3pp |
| Employer contribution / active EE | $2,243 | $5,620-60.1% | $4,952-54.7% | $4,741-52.7% |
| Participant deferral / active EE | $4,650 | $6,447-27.9% | $5,638-17.5% | $6,401-27.4% |
| Admin fee / account holder | $16 | $18,094-99.9% | $14,677-99.9% | $11,429-99.9% |