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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 | $9,033 | $152,597-94.1% | $117,533-92.3% | $134,532-93.3% |
| Participation rate | 66.7% | 77.1%-10.4pp | 70.6%-3.9pp | 81.2%-14.6pp |
| Annual return | -19.73% | 53.04%-72.8pp | 29.77%-49.5pp | 418.27%-438.0pp |
| Employer contribution / active EE | $237 | $5,576-95.7% | $4,179-94.3% | $4,741-95.0% |
| Participant deferral / active EE | $328 | $4,821-93.2% | $4,072-91.9% | $6,401-94.9% |
| Admin fee / account holder | $178 | $7,007-97.5% | $5,647-96.8% | $11,429-98.4% |