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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 | $28,313 | $69,012-59.0% | $160,037-82.3% | $68,490-58.7% |
| Participation rate | 42.9% | 65.4%-22.6pp | 78.0%-35.1pp | 67.9%-25.0pp |
| Annual return | -16.60% | -9.65%-6.9pp | 408.95%-425.6pp | -7.85%-8.7pp |
| Employer contribution / active EE | $637 | $2,212-71.2% | $4,226-84.9% | $2,597-75.5% |
| Participant deferral / active EE | $2,840 | $4,212-32.6% | $6,184-54.1% | $4,028-29.5% |
| Admin fee / account holder | $0 | $4,798-100.0% | $8,716-100.0% | $5,403-100.0% |