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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 | $11,729 | $95,917-87.8% | $79,583-85.3% | $134,545-91.3% |
| Participation rate | 56.3% | 75.0%-18.8pp | 69.5%-13.2pp | 81.2%-25.0pp |
| Annual return | -18.36% | -2.70%-15.7pp | 0.16%-18.5pp | 418.37%-436.7pp |
| Employer contribution / active EE | $1,371 | $3,129-56.2% | $2,414-43.2% | $4,742-71.1% |
| Participant deferral / active EE | $3,386 | $4,694-27.9% | $3,986-15.1% | $6,401-47.1% |
| Admin fee / account holder | $0 | $9,132-100.0% | $6,835-100.0% | $11,431-100.0% |