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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 | $12,242 | $95,917-87.2% | $79,583-84.6% | $134,545-90.9% |
| Participation rate | 43.8% | 75.0%-31.3pp | 69.5%-25.7pp | 81.2%-37.5pp |
| Annual return | -1.32% | -2.70%+1.4pp | 0.16%-1.5pp | 418.37%-419.7pp |
| Employer contribution / active EE | $594 | $3,129-81.0% | $2,414-75.4% | $4,742-87.5% |
| Participant deferral / active EE | $2,768 | $4,694-41.0% | $3,986-30.6% | $6,401-56.8% |
| Admin fee / account holder | $110 | $9,132-98.8% | $6,835-98.4% | $11,431-99.0% |