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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 | $13,446 | $95,193-85.9% | $76,523-82.4% | $135,382-90.1% |
| Participation rate | 50.0% | 74.4%-24.4pp | 68.0%-18.0pp | 82.6%-32.6pp |
| Annual return | -6.94% | 4.85%-11.8pp | -0.27%-6.7pp | 519.77%-526.7pp |
| Employer contribution / active EE | $254 | $3,302-92.3% | $2,647-90.4% | $4,779-94.7% |
| Participant deferral / active EE | $770 | $4,639-83.4% | $3,835-79.9% | $5,609-86.3% |
| Admin fee / account holder | $145 | $6,249-97.7% | $4,848-97.0% | $10,829-98.7% |