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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 | $63,265 | $92,684-31.7% | $82,706-23.5% | $134,509-53.0% |
| Participation rate | 60.0% | 75.2%-15.2pp | 72.6%-12.6pp | 81.2%-21.2pp |
| Annual return | -18.00% | 945.84%-963.8pp | 701.76%-719.8pp | 418.13%-436.1pp |
| Employer contribution / active EE | $1,533 | $3,272-53.2% | $3,007-49.0% | $4,741-67.7% |
| Participant deferral / active EE | $2,883 | $4,800-39.9% | $4,394-34.4% | $6,400-55.0% |
| Admin fee / account holder | $7 | $5,982-99.9% | $5,329-99.9% | $11,427-99.9% |