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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 | $7,804 | $82,314-90.5% | $68,808-88.7% | $134,532-94.2% |
| Participation rate | 66.7% | 75.1%-8.4pp | 69.0%-2.4pp | 81.2%-14.6pp |
| Annual return | -18.27% | -2.18%-16.1pp | -6.37%-11.9pp | 418.27%-436.5pp |
| Employer contribution / active EE | $1,640 | $3,301-50.3% | $2,656-38.2% | $4,741-65.4% |
| Participant deferral / active EE | $3,998 | $4,740-15.6% | $3,942+1.4% | $6,401-37.5% |
| Admin fee / account holder | $0 | $6,484-100.0% | $4,936-100.0% | $11,429-100.0% |