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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 | $42,913 | $138,114-68.9% | $125,391-65.8% | $134,545-68.1% |
| Participation rate | 46.2% | 84.5%-38.3pp | 82.4%-36.2pp | 81.2%-35.1pp |
| Annual return | -15.33% | 750.88%-766.2pp | 572.41%-587.7pp | 418.37%-433.7pp |
| Employer contribution / active EE | $1,597 | $5,246-69.6% | $4,816-66.8% | $4,742-66.3% |
| Participant deferral / active EE | $3,962 | $7,801-49.2% | $7,448-46.8% | $6,401-38.1% |
| Admin fee / account holder | $183 | $11,570-98.4% | $10,009-98.2% | $11,431-98.4% |