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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 | $18,355 | $138,114-86.7% | $125,391-85.4% | $134,545-86.4% |
| Participation rate | 56.3% | 84.5%-28.2pp | 82.4%-26.1pp | 81.2%-25.0pp |
| Annual return | -19.81% | 750.88%-770.7pp | 572.41%-592.2pp | 418.37%-438.2pp |
| Employer contribution / active EE | $1,092 | $5,246-79.2% | $4,816-77.3% | $4,742-77.0% |
| Participant deferral / active EE | $3,239 | $7,801-58.5% | $7,448-56.5% | $6,401-49.4% |
| Admin fee / account holder | $209 | $11,570-98.2% | $10,009-97.9% | $11,431-98.2% |