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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 | $12,099 | $32,117-62.3% | $71,086-83.0% | $64,173-81.1% |
| Participation rate | 14.8% | 42.7%-27.9pp | 54.7%-39.8pp | 69.6%-54.8pp |
| Annual return | -9.61% | -5.57%-4.0pp | 650.59%-660.2pp | 7.63%-17.2pp |
| Employer contribution / active EE | $396 | $712-44.4% | $1,088-63.6% | $2,381-83.4% |
| Participant deferral / active EE | $370 | $1,263-70.7% | $1,874-80.2% | $3,470-89.3% |
| Admin fee / account holder | $259 | $2,759-90.6% | $3,082-91.6% | $4,887-94.7% |