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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 | $76,864 | $142,392-46.0% | $119,622-35.7% | $134,532-42.9% |
| Participation rate | 61.5% | 82.8%-21.3pp | 79.3%-17.7pp | 81.2%-19.7pp |
| Annual return | -15.07% | -12.46%-2.6pp | -14.98%-0.1pp | 418.27%-433.3pp |
| Employer contribution / active EE | $1,514 | $5,224-71.0% | $4,232-64.2% | $4,741-68.1% |
| Participant deferral / active EE | $4,454 | $6,467-31.1% | $5,601-20.5% | $6,401-30.4% |
| Admin fee / account holder | $41 | $13,593-99.7% | $10,328-99.6% | $11,429-99.6% |