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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 | $47,000 | $95,917-51.0% | $79,583-40.9% | $134,545-65.1% |
| Participation rate | 33.3% | 75.0%-41.7pp | 69.5%-36.2pp | 81.2%-47.9pp |
| Annual return | -17.09% | -2.70%-14.4pp | 0.16%-17.2pp | 418.37%-435.5pp |
| Employer contribution / active EE | $860 | $3,129-72.5% | $2,414-64.4% | $4,742-81.9% |
| Participant deferral / active EE | $1,926 | $4,694-59.0% | $3,986-51.7% | $6,401-69.9% |
| Admin fee / account holder | $238 | $9,132-97.4% | $6,835-96.5% | $11,431-97.9% |