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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 | $21,241 | $75,962-72.0% | $154,111-86.2% | $64,173-66.9% |
| Participation rate | 54.8% | 70.4%-15.6pp | 83.0%-28.2pp | 69.6%-14.7pp |
| Annual return | -0.49% | 30.32%-30.8pp | 735.18%-735.7pp | 7.63%-8.1pp |
| Employer contribution / active EE | $1,857 | $3,350-44.6% | $5,298-64.9% | $2,381-22.0% |
| Participant deferral / active EE | $3,675 | $3,175+15.8% | $5,081-27.7% | $3,470+5.9% |
| Admin fee / account holder | $163 | $5,589-97.1% | $13,411-98.8% | $4,887-96.7% |