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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 | $32,018 | $82,674-61.3% | $125,363-74.5% | $68,495-53.3% |
| Participation rate | 63.0% | 75.0%-12.1pp | 82.4%-19.4pp | 67.9%-4.9pp |
| Annual return | -11.96% | -5.97%-6.0pp | 572.15%-584.1pp | -7.84%-4.1pp |
| Employer contribution / active EE | $2,040 | $3,382-39.7% | $4,815-57.6% | $2,596-21.4% |
| Participant deferral / active EE | $4,779 | $6,111-21.8% | $7,447-35.8% | $4,028+18.7% |
| Admin fee / account holder | $160 | $6,276-97.4% | $10,005-98.4% | $5,403-97.0% |