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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 | $36,943 | $93,124-60.3% | $77,100-52.1% | $134,545-72.5% |
| Participation rate | 66.7% | 74.5%-7.8pp | 67.9%-1.3pp | 81.2%-14.6pp |
| Annual return | -12.05% | 62.68%-74.7pp | 42.35%-54.4pp | 418.37%-430.4pp |
| Employer contribution / active EE | $2,688 | $3,421-21.4% | $2,815-4.5% | $4,742-43.3% |
| Participant deferral / active EE | $10,400 | $5,242+98.4% | $4,430+134.8% | $6,401+62.5% |
| Admin fee / account holder | $95 | $6,970-98.6% | $5,443-98.3% | $11,431-99.2% |