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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 | $11,544 | $93,124-87.6% | $77,100-85.0% | $134,545-91.4% |
| Participation rate | 50.0% | 74.5%-24.5pp | 67.9%-17.9pp | 81.2%-31.2pp |
| Annual return | -21.17% | 62.68%-83.9pp | 42.35%-63.5pp | 418.37%-439.5pp |
| Employer contribution / active EE | $813 | $3,421-76.2% | $2,815-71.1% | $4,742-82.8% |
| Participant deferral / active EE | $1,993 | $5,242-62.0% | $4,430-55.0% | $6,401-68.9% |
| Admin fee / account holder | $97 | $6,970-98.6% | $5,443-98.2% | $11,431-99.2% |