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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 | $59,059 | $93,117-36.6% | $77,096-23.4% | $134,532-56.1% |
| Participation rate | 15.0% | 74.5%-59.5pp | 67.9%-52.9pp | 81.2%-66.2pp |
| Annual return | -19.59% | 62.67%-82.3pp | 42.35%-61.9pp | 418.27%-437.9pp |
| Employer contribution / active EE | $431 | $3,420-87.4% | $2,814-84.7% | $4,741-90.9% |
| Participant deferral / active EE | $1,292 | $5,241-75.4% | $4,429-70.8% | $6,401-79.8% |
| Admin fee / account holder | $0 | $6,948-100.0% | $5,428-100.0% | $11,429-100.0% |