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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 | $14,948 | $93,098-83.9% | $77,081-80.6% | $134,509-88.9% |
| Participation rate | 23.8% | 74.5%-50.7pp | 67.9%-44.1pp | 81.2%-57.4pp |
| Annual return | -15.99% | 62.63%-78.6pp | 42.33%-58.3pp | 418.13%-434.1pp |
| Employer contribution / active EE | $554 | $3,419-83.8% | $2,813-80.3% | $4,741-88.3% |
| Participant deferral / active EE | $1,009 | $5,239-80.7% | $4,428-77.2% | $6,400-84.2% |
| Admin fee / account holder | $0 | $6,945-100.0% | $5,427-100.0% | $11,427-100.0% |