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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 | $24,489 | $95,917-74.5% | $79,583-69.2% | $134,545-81.8% |
| Participation rate | 50.0% | 75.0%-25.0pp | 69.5%-19.5pp | 81.2%-31.2pp |
| Annual return | -12.31% | -2.70%-9.6pp | 0.16%-12.5pp | 418.37%-430.7pp |
| Employer contribution / active EE | $1,401 | $3,129-55.2% | $2,414-42.0% | $4,742-70.5% |
| Participant deferral / active EE | $4,240 | $4,694-9.7% | $3,986+6.4% | $6,401-33.8% |
| Admin fee / account holder | $0 | $9,132-100.0% | $6,835-100.0% | $11,431-100.0% |