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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 | $15,080 | $95,188-84.2% | $76,518-80.3% | $135,379-88.9% |
| Participation rate | 57.1% | 74.4%-17.2pp | 68.0%-10.9pp | 82.6%-25.5pp |
| Annual return | -9.59% | 4.85%-14.4pp | -0.27%-9.3pp | 519.79%-529.4pp |
| Employer contribution / active EE | $1,189 | $3,303-64.0% | $2,647-55.1% | $4,779-75.1% |
| Participant deferral / active EE | $2,564 | $4,640-44.7% | $3,836-33.2% | $5,609-54.3% |
| Admin fee / account holder | $19 | $6,249-99.7% | $4,849-99.6% | $10,828-99.8% |