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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 | $21,816 | $138,102-84.2% | $125,381-82.6% | $134,532-83.8% |
| Participation rate | 53.8% | 84.5%-30.6pp | 82.4%-28.5pp | 81.2%-27.4pp |
| Annual return | -16.07% | 750.73%-766.8pp | 572.31%-588.4pp | 418.27%-434.3pp |
| Employer contribution / active EE | $2,142 | $5,245-59.2% | $4,815-55.5% | $4,741-54.8% |
| Participant deferral / active EE | $3,265 | $7,801-58.1% | $7,448-56.2% | $6,401-49.0% |
| Admin fee / account holder | $109 | $11,568-99.1% | $10,007-98.9% | $11,429-99.0% |