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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 | $30,342 | $129,960-76.7% | $104,299-70.9% | $134,545-77.4% |
| Participation rate | 37.5% | 79.5%-42.0pp | 73.3%-35.8pp | 81.2%-43.7pp |
| Annual return | -11.10% | 42.06%-53.2pp | 24.62%-35.7pp | 418.37%-429.5pp |
| Employer contribution / active EE | $1,163 | $4,186-72.2% | $3,373-65.5% | $4,742-75.5% |
| Participant deferral / active EE | $0 | $5,589-100.0% | $4,626-100.0% | $6,401-100.0% |
| Admin fee / account holder | $172 | $9,324-98.2% | $7,339-97.7% | $11,431-98.5% |