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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 | $20,445 | $105,867-80.7% | $90,760-77.5% | $134,532-84.8% |
| Participation rate | 62.5% | 78.3%-15.8pp | 75.7%-13.2pp | 81.2%-18.7pp |
| Annual return | -14.46% | -10.99%-3.5pp | -12.16%-2.3pp | 418.27%-432.7pp |
| Employer contribution / active EE | $1,460 | $3,464-57.9% | $2,922-50.0% | $4,741-69.2% |
| Participant deferral / active EE | $4,103 | $5,217-21.3% | $4,565-10.1% | $6,401-35.9% |
| Admin fee / account holder | $0 | $13,936-100.0% | $8,444-100.0% | $11,429-100.0% |