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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 | $36,074 | $138,076-73.9% | $123,553-70.8% | $135,380-73.4% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | -5.23% | 153.70%-158.9pp | 119.21%-124.4pp | 519.81%-525.0pp |
| Employer contribution / active EE | $1,221 | $5,152-76.3% | $4,628-73.6% | $4,779-74.5% |
| Participant deferral / active EE | $2,561 | $6,800-62.3% | $6,426-60.1% | $5,609-54.3% |
| Admin fee / account holder | $50 | $10,917-99.5% | $9,284-99.5% | $10,828-99.5% |