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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 | $22,168 | $67,396-67.1% | $60,919-63.6% | $134,545-83.5% |
| Participation rate | 30.8% | 76.2%-45.4pp | 73.1%-42.3pp | 81.2%-50.5pp |
| Annual return | -17.60% | 50.12%-67.7pp | 16.96%-34.6pp | 418.37%-436.0pp |
| Employer contribution / active EE | $700 | $3,101-77.4% | $2,704-74.1% | $4,742-85.2% |
| Participant deferral / active EE | $1,450 | $4,534-68.0% | $3,814-62.0% | $6,401-77.3% |
| Admin fee / account holder | $0 | $4,590-100.0% | $3,228-100.0% | $11,431-100.0% |