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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 | $19,246 | $95,979-79.9% | $74,551-74.2% | $135,380-85.8% |
| Participation rate | 40.0% | 75.7%-35.7pp | 69.1%-29.1pp | 82.6%-42.6pp |
| Annual return | -7.75% | 56.97%-64.7pp | 32.53%-40.3pp | 519.81%-527.6pp |
| Employer contribution / active EE | $701 | $2,716-74.2% | $1,961-64.3% | $4,779-85.3% |
| Participant deferral / active EE | $2,083 | $3,844-45.8% | $3,108-33.0% | $5,609-62.9% |
| Admin fee / account holder | $43 | $6,522-99.3% | $5,059-99.2% | $10,828-99.6% |