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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 | $44,612 | $129,960-65.7% | $104,299-57.2% | $134,545-66.8% |
| Participation rate | 60.9% | 79.5%-18.7pp | 73.3%-12.4pp | 81.2%-20.4pp |
| Annual return | -17.86% | 42.06%-59.9pp | 24.62%-42.5pp | 418.37%-436.2pp |
| Employer contribution / active EE | $1,642 | $4,186-60.8% | $3,373-51.3% | $4,742-65.4% |
| Participant deferral / active EE | $3,050 | $5,589-45.4% | $4,626-34.1% | $6,401-52.4% |
| Admin fee / account holder | $0 | $9,324-100.0% | $7,339-100.0% | $11,431-100.0% |