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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 | $39,219 | $167,362-76.6% | $143,799-72.7% | $134,532-70.8% |
| Participation rate | 55.6% | 84.8%-29.3pp | 80.3%-24.8pp | 81.2%-25.7pp |
| Annual return | -10.66% | 0.47%-11.1pp | -0.04%-10.6pp | 418.27%-428.9pp |
| Employer contribution / active EE | $13,940 | $5,620+148.0% | $4,952+181.5% | $4,741+194.0% |
| Participant deferral / active EE | $4,559 | $6,447-29.3% | $5,638-19.1% | $6,401-28.8% |
| Admin fee / account holder | $148 | $18,094-99.2% | $14,677-99.0% | $11,429-98.7% |