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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 | $43,224 | $152,542-71.7% | $117,498-63.2% | $134,509-67.9% |
| Participation rate | 47.4% | 77.1%-29.7pp | 70.6%-23.2pp | 81.2%-33.9pp |
| Annual return | -15.06% | 53.02%-68.1pp | 29.75%-44.8pp | 418.13%-433.2pp |
| Employer contribution / active EE | $1,839 | $5,574-67.0% | $4,178-56.0% | $4,741-61.2% |
| Participant deferral / active EE | $3,909 | $4,819-18.9% | $4,071-4.0% | $6,400-38.9% |
| Admin fee / account holder | $19 | $7,006-99.7% | $5,646-99.7% | $11,427-99.8% |