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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 | $39,999 | $95,915-58.3% | $79,580-49.7% | $134,532-70.3% |
| Participation rate | 58.3% | 75.0%-16.7pp | 69.5%-11.2pp | 81.2%-22.9pp |
| Annual return | -18.50% | -2.71%-15.8pp | 0.15%-18.7pp | 418.27%-436.8pp |
| Employer contribution / active EE | $1,261 | $3,129-59.7% | $2,413-47.8% | $4,741-73.4% |
| Participant deferral / active EE | $3,401 | $4,693-27.5% | $3,985-14.7% | $6,401-46.9% |
| Admin fee / account holder | $116 | $9,132-98.7% | $6,835-98.3% | $11,429-99.0% |