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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 | $14,525 | $49,177-70.5% | $79,466-81.7% | $64,173-77.4% |
| Participation rate | 42.2% | 65.0%-22.8pp | 73.3%-31.1pp | 69.6%-27.3pp |
| Annual return | -6.38% | -1.16%-5.2pp | 718.28%-724.7pp | 7.63%-14.0pp |
| Employer contribution / active EE | $355 | $2,076-82.9% | $2,800-87.3% | $2,381-85.1% |
| Participant deferral / active EE | $1,865 | $2,821-33.9% | $3,704-49.7% | $3,470-46.3% |
| Admin fee / account holder | $0 | $3,839-100.0% | $5,104-100.0% | $4,887-100.0% |