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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 | $17,396 | $95,917-81.9% | $79,583-78.1% | $134,545-87.1% |
| Participation rate | 50.0% | 75.0%-25.0pp | 69.5%-19.5pp | 81.2%-31.2pp |
| Annual return | -18.83% | -2.70%-16.1pp | 0.16%-19.0pp | 418.37%-437.2pp |
| Employer contribution / active EE | $1,332 | $3,129-57.4% | $2,414-44.8% | $4,742-71.9% |
| Participant deferral / active EE | $4,087 | $4,694-12.9% | $3,986+2.5% | $6,401-36.2% |
| Admin fee / account holder | $0 | $9,132-100.0% | $6,835-100.0% | $11,431-100.0% |