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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 | $46,107 | $117,777-60.9% | $71,778-35.8% | $134,545-65.7% |
| Participation rate | 46.7% | 68.9%-22.2pp | 62.3%-15.7pp | 81.2%-34.6pp |
| Annual return | -15.25% | 25.46%-40.7pp | 9.15%-24.4pp | 418.37%-433.6pp |
| Employer contribution / active EE | $718 | $2,525-71.6% | $1,704-57.9% | $4,742-84.9% |
| Participant deferral / active EE | $2,649 | $3,756-29.5% | $2,656-0.3% | $6,401-58.6% |
| Admin fee / account holder | $0 | $6,379-100.0% | $3,974-100.0% | $11,431-100.0% |