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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 | $23,692 | $95,975-75.3% | $74,549-68.2% | $135,379-82.5% |
| Participation rate | 28.6% | 75.7%-47.1pp | 69.1%-40.6pp | 82.6%-54.1pp |
| Annual return | -7.37% | 56.96%-64.3pp | 32.53%-39.9pp | 519.79%-527.2pp |
| Employer contribution / active EE | $1,704 | $2,716-37.3% | $1,961-13.1% | $4,779-64.4% |
| Participant deferral / active EE | $4,344 | $3,844+13.0% | $3,108+39.8% | $5,609-22.5% |
| Admin fee / account holder | $21 | $6,522-99.7% | $5,059-99.6% | $10,828-99.8% |