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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 | $20,377 | $54,357-62.5% | $82,706-75.4% | $68,495-70.3% |
| Participation rate | 61.0% | 63.9%-2.9pp | 72.6%-11.6pp | 67.9%-6.9pp |
| Annual return | -16.39% | -13.67%-2.7pp | 701.76%-718.2pp | -7.84%-8.5pp |
| Employer contribution / active EE | $2,087 | $2,218-5.9% | $3,007-30.6% | $2,596-19.6% |
| Participant deferral / active EE | $3,525 | $3,246+8.6% | $4,394-19.8% | $4,028-12.5% |
| Admin fee / account holder | $186 | $4,396-95.8% | $5,329-96.5% | $5,403-96.6% |