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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 | $58,930 | $90,617-35.0% | $79,476-25.9% | $135,382-56.5% |
| Participation rate | 28.6% | 76.1%-47.5pp | 73.3%-44.8pp | 82.6%-54.1pp |
| Annual return | -5.45% | 977.57%-983.0pp | 718.21%-723.7pp | 519.77%-525.2pp |
| Employer contribution / active EE | $790 | $3,068-74.2% | $2,800-71.8% | $4,779-83.5% |
| Participant deferral / active EE | $2,602 | $4,050-35.8% | $3,704-29.7% | $5,609-53.6% |
| Admin fee / account holder | $54 | $5,907-99.1% | $5,113-98.9% | $10,829-99.5% |