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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 | $12,536 | $95,188-86.8% | $76,518-83.6% | $135,379-90.7% |
| Participation rate | 52.9% | 74.4%-21.4pp | 68.0%-15.1pp | 82.6%-29.7pp |
| Annual return | -9.54% | 4.85%-14.4pp | -0.27%-9.3pp | 519.79%-529.3pp |
| Employer contribution / active EE | $180 | $3,303-94.5% | $2,647-93.2% | $4,779-96.2% |
| Participant deferral / active EE | $1,038 | $4,640-77.6% | $3,836-72.9% | $5,609-81.5% |
| Admin fee / account holder | $281 | $6,249-95.5% | $4,849-94.2% | $10,828-97.4% |