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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 | $32,910 | $142,409-76.9% | $119,634-72.5% | $134,545-75.5% |
| Participation rate | 56.5% | 82.8%-26.3pp | 79.3%-22.7pp | 81.2%-24.7pp |
| Annual return | -15.61% | -12.46%-3.2pp | -14.98%-0.6pp | 418.37%-434.0pp |
| Employer contribution / active EE | $1,254 | $5,224-76.0% | $4,232-70.4% | $4,742-73.6% |
| Participant deferral / active EE | $4,169 | $6,468-35.5% | $5,601-25.6% | $6,401-34.9% |
| Admin fee / account holder | $226 | $13,594-98.3% | $10,329-97.8% | $11,431-98.0% |