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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 | $56,164 | $190,916-70.6% | $160,037-64.9% | $134,545-58.3% |
| Participation rate | 44.4% | 82.0%-37.5pp | 78.0%-33.5pp | 81.2%-36.8pp |
| Annual return | -16.35% | 552.79%-569.1pp | 408.95%-425.3pp | 418.37%-434.7pp |
| Employer contribution / active EE | $809 | $4,996-83.8% | $4,226-80.9% | $4,742-82.9% |
| Participant deferral / active EE | $2,109 | $6,925-69.5% | $6,184-65.9% | $6,401-67.1% |
| Admin fee / account holder | $290 | $10,497-97.2% | $8,716-96.7% | $11,431-97.5% |