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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 | $83,323 | $133,998-37.8% | $112,263-25.8% | $134,545-38.1% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -13.31% | 47.17%-60.5pp | 27.49%-40.8pp | 418.37%-431.7pp |
| Employer contribution / active EE | $1,163 | $4,040-71.2% | $3,636-68.0% | $4,742-75.5% |
| Participant deferral / active EE | $4,969 | $5,292-6.1% | $4,729+5.1% | $6,401-22.4% |
| Admin fee / account holder | $45 | $7,493-99.4% | $6,410-99.3% | $11,431-99.6% |