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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 | $34,011 | $92,684-63.3% | $82,706-58.9% | $134,509-74.7% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -16.72% | 945.84%-962.6pp | 701.76%-718.5pp | 418.13%-434.9pp |
| Employer contribution / active EE | $1,025 | $3,272-68.7% | $3,007-65.9% | $4,741-78.4% |
| Participant deferral / active EE | $2,432 | $4,800-49.3% | $4,394-44.7% | $6,400-62.0% |
| Admin fee / account holder | $28 | $5,982-99.5% | $5,329-99.5% | $11,427-99.8% |