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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 | $22,815 | $95,975-76.2% | $74,549-69.4% | $135,379-83.1% |
| Participation rate | 46.7% | 75.7%-29.0pp | 69.1%-22.5pp | 82.6%-36.0pp |
| Annual return | -6.80% | 56.96%-63.8pp | 32.53%-39.3pp | 519.79%-526.6pp |
| Employer contribution / active EE | $887 | $2,716-67.3% | $1,961-54.8% | $4,779-81.4% |
| Participant deferral / active EE | $3,700 | $3,844-3.7% | $3,108+19.0% | $5,609-34.0% |
| Admin fee / account holder | $194 | $6,522-97.0% | $5,059-96.2% | $10,828-98.2% |