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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 | $30,661 | $95,975-68.1% | $74,552-58.9% | $135,382-77.4% |
| Participation rate | 22.7% | 75.7%-52.9pp | 69.1%-46.4pp | 82.6%-59.9pp |
| Annual return | -5.73% | 56.96%-62.7pp | 32.53%-38.3pp | 519.77%-525.5pp |
| Employer contribution / active EE | $803 | $2,716-70.4% | $1,961-59.1% | $4,779-83.2% |
| Participant deferral / active EE | $1,461 | $3,844-62.0% | $3,108-53.0% | $5,609-74.0% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,829-100.0% |