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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 | $36,519 | $90,320-59.6% | $59,496-38.6% | $125,388-70.9% |
| Participation rate | 11.8% | 68.3%-56.5pp | 54.6%-42.8pp | 83.2%-71.4pp |
| Annual return | -3.38% | 369.13%-372.5pp | 182.05%-185.4pp | 282.24%-285.6pp |
| Employer contribution / active EE | $267 | $1,792-85.1% | $1,153-76.9% | $4,866-94.5% |
| Participant deferral / active EE | $1,428 | $2,716-47.4% | $1,829-21.9% | $5,352-73.3% |
| Admin fee / account holder | $0 | $3,063-100.0% | $2,232-100.0% | $9,541-100.0% |