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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 | $20,906 | $95,193-78.0% | $76,523-72.7% | $135,382-84.6% |
| Participation rate | 50.0% | 74.4%-24.4pp | 68.0%-18.0pp | 82.6%-32.6pp |
| Annual return | -8.80% | 4.85%-13.7pp | -0.27%-8.5pp | 519.77%-528.6pp |
| Employer contribution / active EE | $1,032 | $3,302-68.7% | $2,647-61.0% | $4,779-78.4% |
| Participant deferral / active EE | $1,199 | $4,639-74.2% | $3,835-68.7% | $5,609-78.6% |
| Admin fee / account holder | $168 | $6,249-97.3% | $4,848-96.5% | $10,829-98.4% |