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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 | $31,406 | $93,124-66.3% | $77,100-59.3% | $134,545-76.7% |
| Participation rate | 23.5% | 74.5%-51.0pp | 67.9%-44.4pp | 81.2%-57.7pp |
| Annual return | -16.47% | 62.68%-79.2pp | 42.35%-58.8pp | 418.37%-434.8pp |
| Employer contribution / active EE | $646 | $3,421-81.1% | $2,815-77.0% | $4,742-86.4% |
| Participant deferral / active EE | $2,214 | $5,242-57.8% | $4,430-50.0% | $6,401-65.4% |
| Admin fee / account holder | $5 | $6,970-99.9% | $5,443-99.9% | $11,431-100.0% |