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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 | $16,819 | $93,098-81.9% | $77,081-78.2% | $134,509-87.5% |
| Participation rate | 42.9% | 74.5%-31.6pp | 67.9%-25.1pp | 81.2%-38.4pp |
| Annual return | -18.01% | 62.63%-80.6pp | 42.33%-60.3pp | 418.13%-436.1pp |
| Employer contribution / active EE | $534 | $3,419-84.4% | $2,813-81.0% | $4,741-88.7% |
| Participant deferral / active EE | $961 | $5,239-81.7% | $4,428-78.3% | $6,400-85.0% |
| Admin fee / account holder | $16 | $6,945-99.8% | $5,427-99.7% | $11,427-99.9% |