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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 | $41,010 | $95,915-57.2% | $79,580-48.5% | $134,532-69.5% |
| Participation rate | 30.8% | 75.0%-44.3pp | 69.5%-38.7pp | 81.2%-50.5pp |
| Annual return | -16.91% | -2.71%-14.2pp | 0.15%-17.1pp | 418.27%-435.2pp |
| Employer contribution / active EE | $2,085 | $3,129-33.4% | $2,413-13.6% | $4,741-56.0% |
| Participant deferral / active EE | $3,998 | $4,693-14.8% | $3,985+0.3% | $6,401-37.5% |
| Admin fee / account holder | $84 | $9,132-99.1% | $6,835-98.8% | $11,429-99.3% |