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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 | $18,915 | $167,362-88.7% | $143,799-86.8% | $134,532-85.9% |
| Participation rate | 57.1% | 84.8%-27.7pp | 80.3%-23.2pp | 81.2%-24.1pp |
| Annual return | -19.84% | 0.47%-20.3pp | -0.04%-19.8pp | 418.27%-438.1pp |
| Employer contribution / active EE | $1,858 | $5,620-66.9% | $4,952-62.5% | $4,741-60.8% |
| Participant deferral / active EE | $4,245 | $6,447-34.2% | $5,638-24.7% | $6,401-33.7% |
| Admin fee / account holder | $29 | $18,094-99.8% | $14,677-99.8% | $11,429-99.8% |