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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 | $32,491 | $92,766-65.0% | $82,763-60.7% | $134,545-75.9% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -15.51% | 946.97%-962.5pp | 702.45%-718.0pp | 418.37%-433.9pp |
| Employer contribution / active EE | $1,218 | $3,273-62.8% | $3,008-59.5% | $4,742-74.3% |
| Participant deferral / active EE | $1,966 | $4,802-59.1% | $4,395-55.3% | $6,401-69.3% |
| Admin fee / account holder | $187 | $5,978-96.9% | $5,325-96.5% | $11,431-98.4% |