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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 | $29,555 | $95,188-69.0% | $76,518-61.4% | $135,379-78.2% |
| Participation rate | 18.2% | 74.4%-56.2pp | 68.0%-49.8pp | 82.6%-64.5pp |
| Annual return | -6.48% | 4.85%-11.3pp | -0.27%-6.2pp | 519.79%-526.3pp |
| Employer contribution / active EE | $277 | $3,303-91.6% | $2,647-89.5% | $4,779-94.2% |
| Participant deferral / active EE | $925 | $4,640-80.1% | $3,836-75.9% | $5,609-83.5% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,849-100.0% | $10,828-100.0% |