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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 | $36,187 | $95,188-62.0% | $76,518-52.7% | $135,380-73.3% |
| Participation rate | 41.2% | 74.4%-33.2pp | 68.0%-26.8pp | 82.6%-41.5pp |
| Annual return | -6.28% | 4.85%-11.1pp | -0.27%-6.0pp | 519.81%-526.1pp |
| Employer contribution / active EE | $360 | $3,303-89.1% | $2,647-86.4% | $4,779-92.5% |
| Participant deferral / active EE | $2,940 | $4,640-36.6% | $3,836-23.4% | $5,609-47.6% |
| Admin fee / account holder | $20 | $6,249-99.7% | $4,849-99.6% | $10,828-99.8% |