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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 | $19,750 | $45,566-56.7% | $64,105-69.2% | $59,633-66.9% |
| Participation rate | 30.8% | 60.2%-29.4pp | 68.2%-37.4pp | 68.7%-37.9pp |
| Annual return | -1.77% | 4.95%-6.7pp | 791.24%-793.0pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $543 | $934-41.9% | $1,820-70.2% | $2,203-75.4% |
| Participant deferral / active EE | $997 | $2,057-51.5% | $2,822-64.6% | $3,192-68.7% |
| Admin fee / account holder | $0 | $3,268-100.0% | $4,499-100.0% | $4,297-100.0% |