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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 | $12,379 | $93,124-86.7% | $77,100-83.9% | $134,545-90.8% |
| Participation rate | 50.0% | 74.5%-24.5pp | 67.9%-17.9pp | 81.2%-31.2pp |
| Annual return | -16.28% | 62.68%-79.0pp | 42.35%-58.6pp | 418.37%-434.6pp |
| Employer contribution / active EE | $968 | $3,421-71.7% | $2,815-65.6% | $4,742-79.6% |
| Participant deferral / active EE | $3,511 | $5,242-33.0% | $4,430-20.7% | $6,401-45.2% |
| Admin fee / account holder | $72 | $6,970-99.0% | $5,443-98.7% | $11,431-99.4% |