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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 | $39,012 | $95,895-59.3% | $79,576-51.0% | $134,509-71.0% |
| Participation rate | 42.1% | 75.0%-32.9pp | 69.5%-27.4pp | 81.2%-39.1pp |
| Annual return | -18.87% | -2.72%-16.1pp | 0.15%-19.0pp | 418.13%-437.0pp |
| Employer contribution / active EE | $704 | $3,128-77.5% | $2,413-70.8% | $4,741-85.2% |
| Participant deferral / active EE | $2,492 | $4,693-46.9% | $3,985-37.5% | $6,400-61.1% |
| Admin fee / account holder | $220 | $9,129-97.6% | $6,834-96.8% | $11,427-98.1% |