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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 | $19,902 | $93,124-78.6% | $77,100-74.2% | $134,545-85.2% |
| Participation rate | 13.3% | 74.5%-61.2pp | 67.9%-54.6pp | 81.2%-67.9pp |
| Annual return | -19.32% | 62.68%-82.0pp | 42.35%-61.7pp | 418.37%-437.7pp |
| Employer contribution / active EE | $522 | $3,421-84.7% | $2,815-81.5% | $4,742-89.0% |
| Participant deferral / active EE | $1,611 | $5,242-69.3% | $4,430-63.6% | $6,401-74.8% |
| Admin fee / account holder | $148 | $6,970-97.9% | $5,443-97.3% | $11,431-98.7% |