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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 | $27,446 | $43,730-37.2% | $121,220-77.4% | $64,173-57.2% |
| Participation rate | 22.2% | 58.3%-36.1pp | 71.8%-49.5pp | 69.6%-47.3pp |
| Annual return | -2.14% | 68.94%-71.1pp | 16.94%-19.1pp | 7.63%-9.8pp |
| Employer contribution / active EE | $373 | $1,297-71.2% | $4,023-90.7% | $2,381-84.3% |
| Participant deferral / active EE | $1,345 | $2,281-41.0% | $3,345-59.8% | $3,470-61.2% |
| Admin fee / account holder | $0 | $3,502-100.0% | $5,021-100.0% | $4,887-100.0% |