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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 | $45,600 | $167,362-72.8% | $143,799-68.3% | $134,532-66.1% |
| Participation rate | 30.8% | 84.8%-54.0pp | 80.3%-49.5pp | 81.2%-50.5pp |
| Annual return | -16.17% | 0.47%-16.6pp | -0.04%-16.1pp | 418.27%-434.4pp |
| Employer contribution / active EE | $1,226 | $5,620-78.2% | $4,952-75.3% | $4,741-74.2% |
| Participant deferral / active EE | $3,738 | $6,447-42.0% | $5,638-33.7% | $6,401-41.6% |
| Admin fee / account holder | $191 | $18,094-98.9% | $14,677-98.7% | $11,429-98.3% |