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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 | $20,057 | $93,117-78.5% | $77,096-74.0% | $134,532-85.1% |
| Participation rate | 64.7% | 74.5%-9.8pp | 67.9%-3.2pp | 81.2%-16.5pp |
| Annual return | -20.83% | 62.67%-83.5pp | 42.35%-63.2pp | 418.27%-439.1pp |
| Employer contribution / active EE | $880 | $3,420-74.3% | $2,814-68.7% | $4,741-81.4% |
| Participant deferral / active EE | $4,094 | $5,241-21.9% | $4,429-7.6% | $6,401-36.0% |
| Admin fee / account holder | $0 | $6,948-100.0% | $5,428-100.0% | $11,429-100.0% |