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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 | $79,428 | $100,792-21.2% | $86,691-8.4% | $134,509-40.9% |
| Participation rate | 50.0% | 78.9%-28.9pp | 76.6%-26.6pp | 81.2%-31.2pp |
| Annual return | -12.35% | 29.08%-41.4pp | 35.94%-48.3pp | 418.13%-430.5pp |
| Employer contribution / active EE | $804 | $3,491-77.0% | $2,837-71.7% | $4,741-83.0% |
| Participant deferral / active EE | $13,500 | $5,339+152.9% | $4,656+189.9% | $6,400+110.9% |
| Admin fee / account holder | $0 | $10,924-100.0% | $7,492-100.0% | $11,427-100.0% |