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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 | $21,286 | $95,917-77.8% | $79,583-73.3% | $134,545-84.2% |
| Participation rate | 66.7% | 75.0%-8.4pp | 69.5%-2.8pp | 81.2%-14.6pp |
| Annual return | -17.60% | -2.70%-14.9pp | 0.16%-17.8pp | 418.37%-436.0pp |
| Employer contribution / active EE | $1,194 | $3,129-61.9% | $2,414-50.5% | $4,742-74.8% |
| Participant deferral / active EE | $3,507 | $4,694-25.3% | $3,986-12.0% | $6,401-45.2% |
| Admin fee / account holder | $20 | $9,132-99.8% | $6,835-99.7% | $11,431-99.8% |