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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 | $33,724 | $92,743-63.6% | $82,744-59.2% | $134,532-74.9% |
| Participation rate | 60.0% | 75.2%-15.2pp | 72.6%-12.6pp | 81.2%-21.2pp |
| Annual return | -19.39% | 946.63%-966.0pp | 702.22%-721.6pp | 418.27%-437.7pp |
| Employer contribution / active EE | $1,646 | $3,273-49.7% | $3,008-45.3% | $4,741-65.3% |
| Participant deferral / active EE | $2,058 | $4,802-57.1% | $4,395-53.2% | $6,401-67.9% |
| Admin fee / account holder | $26 | $5,977-99.6% | $5,325-99.5% | $11,429-99.8% |