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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 | $8,380 | $67,396-87.6% | $60,919-86.2% | $134,545-93.8% |
| Participation rate | 53.8% | 76.2%-22.3pp | 73.1%-19.3pp | 81.2%-27.4pp |
| Annual return | -19.84% | 50.12%-70.0pp | 16.96%-36.8pp | 418.37%-438.2pp |
| Employer contribution / active EE | $496 | $3,101-84.0% | $2,704-81.7% | $4,742-89.5% |
| Participant deferral / active EE | $2,057 | $4,534-54.6% | $3,814-46.1% | $6,401-67.9% |
| Admin fee / account holder | $0 | $4,590-100.0% | $3,228-100.0% | $11,431-100.0% |