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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 | $43,295 | $82,324-47.4% | $68,803-37.1% | $134,545-67.8% |
| Participation rate | 31.8% | 75.1%-43.2pp | 69.0%-37.2pp | 81.2%-49.4pp |
| Annual return | -9.83% | -2.17%-7.7pp | -6.37%-3.5pp | 418.37%-428.2pp |
| Employer contribution / active EE | $721 | $3,302-78.2% | $2,656-72.9% | $4,742-84.8% |
| Participant deferral / active EE | $1,891 | $4,740-60.1% | $3,942-52.0% | $6,401-70.5% |
| Admin fee / account holder | $200 | $6,485-96.9% | $4,936-96.0% | $11,431-98.3% |