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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 | $17,358 | $92,684-81.3% | $82,706-79.0% | $134,509-87.1% |
| Participation rate | 61.5% | 75.2%-13.7pp | 72.6%-11.0pp | 81.2%-19.7pp |
| Annual return | -6.57% | 945.84%-952.4pp | 701.76%-708.3pp | 418.13%-424.7pp |
| Employer contribution / active EE | $1,269 | $3,272-61.2% | $3,007-57.8% | $4,741-73.2% |
| Participant deferral / active EE | $2,283 | $4,800-52.4% | $4,394-48.0% | $6,400-64.3% |
| Admin fee / account holder | $239 | $5,982-96.0% | $5,329-95.5% | $11,427-97.9% |