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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 | $27,420 | $95,895-71.4% | $79,576-65.5% | $134,509-79.6% |
| Participation rate | 50.0% | 75.0%-25.0pp | 69.5%-19.5pp | 81.2%-31.2pp |
| Annual return | -16.11% | -2.72%-13.4pp | 0.15%-16.3pp | 418.13%-434.2pp |
| Employer contribution / active EE | $2,806 | $3,128-10.3% | $2,413+16.3% | $4,741-40.8% |
| Participant deferral / active EE | $5,069 | $4,693+8.0% | $3,985+27.2% | $6,400-20.8% |
| Admin fee / account holder | $12 | $9,129-99.9% | $6,834-99.8% | $11,427-99.9% |