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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 | $32,473 | $95,979-66.2% | $74,551-56.4% | $135,380-76.0% |
| Participation rate | 45.0% | 75.7%-30.7pp | 69.1%-24.1pp | 82.6%-37.6pp |
| Annual return | -4.64% | 56.97%-61.6pp | 32.53%-37.2pp | 519.81%-524.4pp |
| Employer contribution / active EE | $1,301 | $2,716-52.1% | $1,961-33.7% | $4,779-72.8% |
| Participant deferral / active EE | $3,044 | $3,844-20.8% | $3,108-2.1% | $5,609-45.7% |
| Admin fee / account holder | $291 | $6,522-95.5% | $5,059-94.3% | $10,828-97.3% |