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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 | $48,867 | $142,392-65.7% | $119,622-59.1% | $134,532-63.7% |
| Participation rate | 34.8% | 82.8%-48.0pp | 79.3%-44.5pp | 81.2%-46.4pp |
| Annual return | -19.82% | -12.46%-7.4pp | -14.98%-4.8pp | 418.27%-438.1pp |
| Employer contribution / active EE | $1,370 | $5,224-73.8% | $4,232-67.6% | $4,741-71.1% |
| Participant deferral / active EE | $2,508 | $6,467-61.2% | $5,601-55.2% | $6,401-60.8% |
| Admin fee / account holder | $180 | $13,593-98.7% | $10,328-98.3% | $11,429-98.4% |