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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 | $23,303 | $138,102-83.1% | $125,381-81.4% | $134,532-82.7% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -18.33% | 750.73%-769.1pp | 572.31%-590.6pp | 418.27%-436.6pp |
| Employer contribution / active EE | $1,911 | $5,245-63.6% | $4,815-60.3% | $4,741-59.7% |
| Participant deferral / active EE | $20,118 | $7,801+157.9% | $7,448+170.1% | $6,401+214.3% |
| Admin fee / account holder | $152 | $11,568-98.7% | $10,007-98.5% | $11,429-98.7% |