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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 | $19,150 | $167,353-88.6% | $143,797-86.7% | $134,545-85.8% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.7pp | 81.2%-14.6pp |
| Annual return | -19.31% | 0.48%-19.8pp | -0.04%-19.3pp | 418.37%-437.7pp |
| Employer contribution / active EE | $2,410 | $5,620-57.1% | $4,952-51.3% | $4,742-49.2% |
| Participant deferral / active EE | $9,894 | $6,447+53.5% | $5,638+75.5% | $6,401+54.6% |
| Admin fee / account holder | $229 | $18,096-98.7% | $14,679-98.4% | $11,431-98.0% |