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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 | $12,239 | $93,117-86.9% | $77,096-84.1% | $134,532-90.9% |
| Participation rate | 44.4% | 74.5%-30.1pp | 67.9%-23.5pp | 81.2%-36.8pp |
| Annual return | -21.38% | 62.67%-84.0pp | 42.35%-63.7pp | 418.27%-439.6pp |
| Employer contribution / active EE | $1,528 | $3,420-55.3% | $2,814-45.7% | $4,741-67.8% |
| Participant deferral / active EE | $2,364 | $5,241-54.9% | $4,429-46.6% | $6,401-63.1% |
| Admin fee / account holder | $128 | $6,948-98.2% | $5,428-97.6% | $11,429-98.9% |