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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 | $21,108 | $90,607-76.7% | $79,467-73.4% | $135,380-84.4% |
| Participation rate | 54.5% | 76.0%-21.5pp | 73.3%-18.8pp | 82.6%-28.1pp |
| Annual return | -6.87% | 977.74%-984.6pp | 718.30%-725.2pp | 519.81%-526.7pp |
| Employer contribution / active EE | $1,121 | $3,068-63.5% | $2,800-60.0% | $4,779-76.6% |
| Participant deferral / active EE | $3,656 | $4,050-9.7% | $3,704-1.3% | $5,609-34.8% |
| Admin fee / account holder | $42 | $5,895-99.3% | $5,104-99.2% | $10,828-99.6% |