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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 | $36,517 | $152,591-76.1% | $117,529-68.9% | $134,545-72.9% |
| Participation rate | 28.6% | 77.1%-48.5pp | 70.6%-42.0pp | 81.2%-52.7pp |
| Annual return | -17.49% | 53.04%-70.5pp | 29.77%-47.3pp | 418.37%-435.9pp |
| Employer contribution / active EE | $1,252 | $5,576-77.6% | $4,179-70.1% | $4,742-73.6% |
| Participant deferral / active EE | $857 | $4,821-82.2% | $4,072-79.0% | $6,401-86.6% |
| Admin fee / account holder | $11 | $7,004-99.8% | $5,645-99.8% | $11,431-99.9% |