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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 | $16,181 | $95,188-83.0% | $76,518-78.9% | $135,380-88.0% |
| Participation rate | 60.0% | 74.4%-14.4pp | 68.0%-8.0pp | 82.6%-22.6pp |
| Annual return | -10.19% | 4.85%-15.0pp | -0.27%-9.9pp | 519.81%-530.0pp |
| Employer contribution / active EE | $693 | $3,303-79.0% | $2,647-73.8% | $4,779-85.5% |
| Participant deferral / active EE | $959 | $4,640-79.3% | $3,836-75.0% | $5,609-82.9% |
| Admin fee / account holder | $180 | $6,249-97.1% | $4,849-96.3% | $10,828-98.3% |