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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 | $9,639 | $117,694-91.8% | $71,755-86.6% | $134,532-92.8% |
| Participation rate | 50.0% | 68.8%-18.8pp | 62.3%-12.3pp | 81.2%-31.2pp |
| Annual return | -18.64% | 25.33%-44.0pp | 9.09%-27.7pp | 418.27%-436.9pp |
| Employer contribution / active EE | $1,048 | $2,523-58.5% | $1,704-38.5% | $4,741-77.9% |
| Participant deferral / active EE | $1,658 | $3,753-55.8% | $2,656-37.6% | $6,401-74.1% |
| Admin fee / account holder | $282 | $6,374-95.6% | $3,972-92.9% | $11,429-97.5% |