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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 | $22,363 | $92,219-75.7% | $76,767-70.9% | $135,380-83.5% |
| Participation rate | 31.3% | 79.8%-48.5pp | 77.0%-45.7pp | 82.6%-51.4pp |
| Annual return | -6.85% | 5.46%-12.3pp | 2.43%-9.3pp | 519.81%-526.7pp |
| Employer contribution / active EE | $816 | $3,216-74.6% | $2,485-67.2% | $4,779-82.9% |
| Participant deferral / active EE | $1,472 | $4,508-67.3% | $3,852-61.8% | $5,609-73.7% |
| Admin fee / account holder | $107 | $10,749-99.0% | $6,675-98.4% | $10,828-99.0% |