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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 | $19,829 | $92,219-78.5% | $76,767-74.2% | $135,380-85.4% |
| Participation rate | 33.3% | 79.8%-46.4pp | 77.0%-43.6pp | 82.6%-49.3pp |
| Annual return | -1.20% | 5.46%-6.7pp | 2.43%-3.6pp | 519.81%-521.0pp |
| Employer contribution / active EE | $710 | $3,216-77.9% | $2,485-71.4% | $4,779-85.1% |
| Participant deferral / active EE | $2,199 | $4,508-51.2% | $3,852-42.9% | $5,609-60.8% |
| Admin fee / account holder | $254 | $10,749-97.6% | $6,675-96.2% | $10,828-97.7% |