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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 | $38,144 | $67,372-43.4% | $60,906-37.4% | $134,532-71.6% |
| Participation rate | 62.5% | 76.2%-13.7pp | 73.1%-10.6pp | 81.2%-18.7pp |
| Annual return | -13.11% | 50.05%-63.2pp | 16.94%-30.0pp | 418.27%-431.4pp |
| Employer contribution / active EE | $2,640 | $3,099-14.8% | $2,703-2.3% | $4,741-44.3% |
| Participant deferral / active EE | $2,707 | $4,532-40.3% | $3,814-29.0% | $6,401-57.7% |
| Admin fee / account holder | $273 | $4,588-94.1% | $3,227-91.6% | $11,429-97.6% |