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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 | $19,371 | $95,188-79.7% | $76,518-74.7% | $135,380-85.7% |
| Participation rate | 36.8% | 74.4%-37.5pp | 68.0%-31.2pp | 82.6%-45.8pp |
| Annual return | -9.06% | 4.85%-13.9pp | -0.27%-8.8pp | 519.81%-528.9pp |
| Employer contribution / active EE | $780 | $3,303-76.4% | $2,647-70.5% | $4,779-83.7% |
| Participant deferral / active EE | $1,847 | $4,640-60.2% | $3,836-51.8% | $5,609-67.1% |
| Admin fee / account holder | $14 | $6,249-99.8% | $4,849-99.7% | $10,828-99.9% |