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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 | $42,594 | $67,352-36.8% | $60,899-30.1% | $134,509-68.3% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.1%-23.1pp | 81.2%-31.2pp |
| Annual return | -20.24% | 49.99%-70.2pp | 16.92%-37.2pp | 418.13%-438.4pp |
| Employer contribution / active EE | $1,383 | $3,098-55.4% | $2,702-48.8% | $4,741-70.8% |
| Participant deferral / active EE | $1,778 | $4,539-60.8% | $3,817-53.4% | $6,400-72.2% |
| Admin fee / account holder | $85 | $4,585-98.1% | $3,225-97.4% | $11,427-99.3% |