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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 | $21,428 | $138,102-84.5% | $125,381-82.9% | $134,532-84.1% |
| Participation rate | 45.0% | 84.5%-39.5pp | 82.4%-37.4pp | 81.2%-36.2pp |
| Annual return | -19.35% | 750.73%-770.1pp | 572.31%-591.7pp | 418.27%-437.6pp |
| Employer contribution / active EE | $1,017 | $5,245-80.6% | $4,815-78.9% | $4,741-78.5% |
| Participant deferral / active EE | $3,225 | $7,801-58.7% | $7,448-56.7% | $6,401-49.6% |
| Admin fee / account holder | $224 | $11,568-98.1% | $10,007-97.8% | $11,429-98.0% |