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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 | $30,733 | $92,766-66.9% | $82,763-62.9% | $134,545-77.2% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -17.60% | 946.97%-964.6pp | 702.45%-720.1pp | 418.37%-436.0pp |
| Employer contribution / active EE | $1,503 | $3,273-54.1% | $3,008-50.0% | $4,742-68.3% |
| Participant deferral / active EE | $2,737 | $4,802-43.0% | $4,395-37.7% | $6,401-57.2% |
| Admin fee / account holder | $53 | $5,978-99.1% | $5,325-99.0% | $11,431-99.5% |