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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 | $29,750 | $142,392-79.1% | $119,622-75.1% | $134,532-77.9% |
| Participation rate | 17.4% | 82.8%-65.4pp | 79.3%-61.9pp | 81.2%-63.8pp |
| Annual return | 0.00% | -12.46%+12.5pp | -14.98%+15.0pp | 418.27%-418.3pp |
| Employer contribution / active EE | $2,415 | $5,224-53.8% | $4,232-42.9% | $4,741-49.1% |
| Participant deferral / active EE | $2,797 | $6,467-56.7% | $5,601-50.1% | $6,401-56.3% |
| Admin fee / account holder | $22 | $13,593-99.8% | $10,328-99.8% | $11,429-99.8% |