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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 | $24,133 | $54,355-55.6% | $82,744-70.8% | $68,486-64.8% |
| Participation rate | 42.2% | 63.9%-21.7pp | 72.6%-30.4pp | 67.9%-25.7pp |
| Annual return | -11.86% | -13.67%+1.8pp | 702.22%-714.1pp | -7.85%-4.0pp |
| Employer contribution / active EE | $618 | $2,219-72.1% | $3,008-79.4% | $2,597-76.2% |
| Participant deferral / active EE | $1,811 | $3,246-44.2% | $4,395-58.8% | $4,028-55.0% |
| Admin fee / account holder | $261 | $4,397-94.1% | $5,325-95.1% | $5,404-95.2% |