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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 | $22,555 | $138,102-83.7% | $125,381-82.0% | $134,532-83.2% |
| Participation rate | 53.8% | 84.5%-30.6pp | 82.4%-28.5pp | 81.2%-27.4pp |
| Annual return | -11.89% | 750.73%-762.6pp | 572.31%-584.2pp | 418.27%-430.2pp |
| Employer contribution / active EE | $989 | $5,245-81.1% | $4,815-79.5% | $4,741-79.1% |
| Participant deferral / active EE | $3,127 | $7,801-59.9% | $7,448-58.0% | $6,401-51.2% |
| Admin fee / account holder | $34 | $11,568-99.7% | $10,007-99.7% | $11,429-99.7% |