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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 | $31,069 | $133,981-76.8% | $112,249-72.3% | $134,532-76.9% |
| Participation rate | 37.5% | 78.6%-41.1pp | 75.1%-37.6pp | 81.2%-43.7pp |
| Annual return | -16.84% | 47.16%-64.0pp | 27.48%-44.3pp | 418.27%-435.1pp |
| Employer contribution / active EE | $5,238 | $4,040+29.7% | $3,636+44.1% | $4,741+10.5% |
| Participant deferral / active EE | $2,563 | $5,292-51.6% | $4,729-45.8% | $6,401-60.0% |
| Admin fee / account holder | $45 | $7,492-99.4% | $6,412-99.3% | $11,429-99.6% |