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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 | $20,641 | $54,355-62.0% | $82,744-75.1% | $68,486-69.9% |
| Participation rate | 47.2% | 63.9%-16.7pp | 72.6%-25.3pp | 67.9%-20.7pp |
| Annual return | -15.56% | -13.67%-1.9pp | 702.22%-717.8pp | -7.85%-7.7pp |
| Employer contribution / active EE | $1,040 | $2,219-53.1% | $3,008-65.4% | $2,597-60.0% |
| Participant deferral / active EE | $1,990 | $3,246-38.7% | $4,395-54.7% | $4,028-50.6% |
| Admin fee / account holder | $56 | $4,397-98.7% | $5,325-99.0% | $5,404-99.0% |