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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 | $54,990 | $133,981-59.0% | $112,249-51.0% | $134,532-59.1% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.1%-15.1pp | 81.2%-21.2pp |
| Annual return | -18.33% | 47.16%-65.5pp | 27.48%-45.8pp | 418.27%-436.6pp |
| Employer contribution / active EE | $1,581 | $4,040-60.9% | $3,636-56.5% | $4,741-66.7% |
| Participant deferral / active EE | $7,404 | $5,292+39.9% | $4,729+56.6% | $6,401+15.7% |
| Admin fee / account holder | $0 | $7,492-100.0% | $6,412-100.0% | $11,429-100.0% |