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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 | $23,359 | $75,962-69.2% | $154,108-84.8% | $64,173-63.6% |
| Participation rate | 63.9% | 70.4%-6.5pp | 83.0%-19.1pp | 69.6%-5.7pp |
| Annual return | -6.31% | 30.32%-36.6pp | 735.21%-741.5pp | 7.63%-13.9pp |
| Employer contribution / active EE | $1,478 | $3,350-55.9% | $5,298-72.1% | $2,381-37.9% |
| Participant deferral / active EE | $2,404 | $3,175-24.3% | $5,081-52.7% | $3,470-30.7% |
| Admin fee / account holder | $168 | $5,589-97.0% | $13,411-98.7% | $4,887-96.6% |