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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 | $92,743-31.8% | $82,744-23.5% | $134,532-53.0% |
| Participation rate | 60.0% | 75.2%-15.2pp | 72.6%-12.6pp | 81.2%-21.2pp |
| Annual return | -18.00% | 946.63%-964.6pp | 702.22%-720.2pp | 418.27%-436.3pp |
| Employer contribution / active EE | $1,533 | $3,273-53.2% | $3,008-49.0% | $4,741-67.7% |
| Participant deferral / active EE | $2,883 | $4,802-40.0% | $4,395-34.4% | $6,401-55.0% |
| Admin fee / account holder | $7 | $5,977-99.9% | $5,325-99.9% | $11,429-99.9% |