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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 | $19,761 | $95,917-79.4% | $79,583-75.2% | $134,545-85.3% |
| Participation rate | 66.7% | 75.0%-8.4pp | 69.5%-2.8pp | 81.2%-14.6pp |
| Annual return | -19.56% | -2.70%-16.9pp | 0.16%-19.7pp | 418.37%-437.9pp |
| Employer contribution / active EE | $1,580 | $3,129-49.5% | $2,414-34.5% | $4,742-66.7% |
| Participant deferral / active EE | $2,391 | $4,694-49.1% | $3,986-40.0% | $6,401-62.6% |
| Admin fee / account holder | $13 | $9,132-99.9% | $6,835-99.8% | $11,431-99.9% |