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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 | $60,051 | $95,915-37.4% | $79,580-24.5% | $134,532-55.4% |
| Participation rate | 57.1% | 75.0%-17.9pp | 69.5%-12.3pp | 81.2%-24.1pp |
| Annual return | -19.56% | -2.71%-16.9pp | 0.15%-19.7pp | 418.27%-437.8pp |
| Employer contribution / active EE | $1,636 | $3,129-47.7% | $2,413-32.2% | $4,741-65.5% |
| Participant deferral / active EE | $1,975 | $4,693-57.9% | $3,985-50.5% | $6,401-69.2% |
| Admin fee / account holder | $55 | $9,132-99.4% | $6,835-99.2% | $11,429-99.5% |