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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 | $37,477 | $135,645-72.4% | $110,243-66.0% | $135,379-72.3% |
| Participation rate | 56.3% | 83.5%-27.2pp | 79.8%-23.6pp | 82.6%-26.4pp |
| Annual return | -8.01% | 513.24%-521.2pp | 314.76%-322.8pp | 519.79%-527.8pp |
| Employer contribution / active EE | $1,479 | $4,907-69.9% | $3,827-61.4% | $4,779-69.1% |
| Participant deferral / active EE | $4,132 | $5,507-25.0% | $4,672-11.6% | $5,609-26.3% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |