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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 | $38,322 | $92,219-58.4% | $76,767-50.1% | $135,380-71.7% |
| Participation rate | 50.0% | 79.8%-29.8pp | 77.0%-27.0pp | 82.6%-32.6pp |
| Annual return | -6.30% | 5.46%-11.8pp | 2.43%-8.7pp | 519.81%-526.1pp |
| Employer contribution / active EE | $716 | $3,216-77.8% | $2,485-71.2% | $4,779-85.0% |
| Participant deferral / active EE | $3,041 | $4,508-32.5% | $3,852-21.0% | $5,609-45.8% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,828-100.0% |