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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 | $20,760 | $75,962-72.7% | $154,108-86.5% | $64,173-67.7% |
| Participation rate | 66.7% | 70.4%-3.7pp | 83.0%-16.4pp | 69.6%-2.9pp |
| Annual return | -7.31% | 30.32%-37.6pp | 735.21%-742.5pp | 7.63%-14.9pp |
| Employer contribution / active EE | $699 | $3,350-79.1% | $5,298-86.8% | $2,381-70.6% |
| Participant deferral / active EE | $2,021 | $3,175-36.3% | $5,081-60.2% | $3,470-41.8% |
| Admin fee / account holder | $85 | $5,589-98.5% | $13,411-99.4% | $4,887-98.3% |