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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 | $26,677 | $95,895-72.2% | $79,576-66.5% | $134,509-80.2% |
| Participation rate | 41.7% | 75.0%-33.4pp | 69.5%-27.8pp | 81.2%-39.6pp |
| Annual return | -20.01% | -2.72%-17.3pp | 0.15%-20.2pp | 418.13%-438.1pp |
| Employer contribution / active EE | $981 | $3,128-68.7% | $2,413-59.4% | $4,741-79.3% |
| Participant deferral / active EE | $2,774 | $4,693-40.9% | $3,985-30.4% | $6,400-56.7% |
| Admin fee / account holder | $62 | $9,129-99.3% | $6,834-99.1% | $11,427-99.5% |