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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 | $36,958 | $105,866-65.1% | $90,766-59.3% | $134,545-72.5% |
| Participation rate | 50.0% | 78.3%-28.3pp | 75.7%-25.7pp | 81.2%-31.2pp |
| Annual return | -18.48% | -10.99%-7.5pp | -12.16%-6.3pp | 418.37%-436.8pp |
| Employer contribution / active EE | $2,164 | $3,464-37.5% | $2,922-25.9% | $4,742-54.4% |
| Participant deferral / active EE | $8,893 | $5,217+70.5% | $4,565+94.8% | $6,401+38.9% |
| Admin fee / account holder | $248 | $13,938-98.2% | $8,446-97.1% | $11,431-97.8% |