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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 | $10,083 | $93,117-89.2% | $77,096-86.9% | $134,532-92.5% |
| Participation rate | 50.0% | 74.5%-24.5pp | 67.9%-17.9pp | 81.2%-31.2pp |
| Annual return | -20.74% | 62.67%-83.4pp | 42.35%-63.1pp | 418.27%-439.0pp |
| Employer contribution / active EE | $897 | $3,420-73.8% | $2,814-68.1% | $4,741-81.1% |
| Participant deferral / active EE | $4,910 | $5,241-6.3% | $4,429+10.9% | $6,401-23.3% |
| Admin fee / account holder | $6 | $6,948-99.9% | $5,428-99.9% | $11,429-99.9% |