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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 | $38,620 | $95,188-59.4% | $76,518-49.5% | $135,379-71.5% |
| Participation rate | 29.2% | 74.4%-45.2pp | 68.0%-38.8pp | 82.6%-53.5pp |
| Annual return | -5.46% | 4.85%-10.3pp | -0.27%-5.2pp | 519.79%-525.2pp |
| Employer contribution / active EE | $665 | $3,303-79.9% | $2,647-74.9% | $4,779-86.1% |
| Participant deferral / active EE | $1,253 | $4,640-73.0% | $3,836-67.3% | $5,609-77.7% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,849-100.0% | $10,828-100.0% |