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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 | $55,967 | $100,805-44.5% | $86,698-35.4% | $134,532-58.4% |
| Participation rate | 44.4% | 79.0%-34.5pp | 76.6%-32.1pp | 81.2%-36.8pp |
| Annual return | -18.12% | 29.09%-47.2pp | 35.95%-54.1pp | 418.27%-436.4pp |
| Employer contribution / active EE | $1,687 | $3,490-51.7% | $2,837-40.5% | $4,741-64.4% |
| Participant deferral / active EE | $2,099 | $5,339-60.7% | $4,656-54.9% | $6,401-67.2% |
| Admin fee / account holder | $0 | $10,925-100.0% | $7,493-100.0% | $11,429-100.0% |