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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 | $19,045 | $167,362-88.6% | $143,799-86.8% | $134,532-85.8% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -13.83% | 0.47%-14.3pp | -0.04%-13.8pp | 418.27%-432.1pp |
| Employer contribution / active EE | $2,047 | $5,620-63.6% | $4,952-58.7% | $4,741-56.8% |
| Participant deferral / active EE | $4,217 | $6,447-34.6% | $5,638-25.2% | $6,401-34.1% |
| Admin fee / account holder | $173 | $18,094-99.0% | $14,677-98.8% | $11,429-98.5% |