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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 | $53,629 | $106,557-49.7% | $91,227-41.2% | $134,545-60.1% |
| Participation rate | 66.7% | 76.8%-10.1pp | 73.2%-6.5pp | 81.2%-14.6pp |
| Annual return | -19.61% | 160.81%-180.4pp | 114.14%-133.8pp | 418.37%-438.0pp |
| Employer contribution / active EE | $1,603 | $3,332-51.9% | $2,851-43.8% | $4,742-66.2% |
| Participant deferral / active EE | $13,667 | $4,719+189.6% | $4,234+222.8% | $6,401+113.5% |
| Admin fee / account holder | $161 | $6,235-97.4% | $5,423-97.0% | $11,431-98.6% |