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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 | $33,848 | $93,098-63.6% | $77,081-56.1% | $134,509-74.8% |
| Participation rate | 38.9% | 74.5%-35.6pp | 67.9%-29.0pp | 81.2%-42.3pp |
| Annual return | -20.87% | 62.63%-83.5pp | 42.33%-63.2pp | 418.13%-439.0pp |
| Employer contribution / active EE | $931 | $3,419-72.8% | $2,813-66.9% | $4,741-80.4% |
| Participant deferral / active EE | $2,613 | $5,239-50.1% | $4,428-41.0% | $6,400-59.2% |
| Admin fee / account holder | $0 | $6,945-100.0% | $5,427-100.0% | $11,427-100.0% |