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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 | $33,613 | $133,981-74.9% | $112,249-70.1% | $134,532-75.0% |
| Participation rate | 47.1% | 78.6%-31.5pp | 75.1%-28.0pp | 81.2%-34.2pp |
| Annual return | -18.44% | 47.16%-65.6pp | 27.48%-45.9pp | 418.27%-436.7pp |
| Employer contribution / active EE | $1,672 | $4,040-58.6% | $3,636-54.0% | $4,741-64.7% |
| Participant deferral / active EE | $4,133 | $5,292-21.9% | $4,729-12.6% | $6,401-35.4% |
| Admin fee / account holder | $0 | $7,492-100.0% | $6,412-100.0% | $11,429-100.0% |