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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 | $48,472 | $133,981-63.8% | $112,249-56.8% | $134,532-64.0% |
| Participation rate | 33.3% | 78.6%-45.2pp | 75.1%-41.7pp | 81.2%-47.9pp |
| Annual return | -19.82% | 47.16%-67.0pp | 27.48%-47.3pp | 418.27%-438.1pp |
| Employer contribution / active EE | $2,240 | $4,040-44.6% | $3,636-38.4% | $4,741-52.8% |
| Participant deferral / active EE | $3,803 | $5,292-28.1% | $4,729-19.6% | $6,401-40.6% |
| Admin fee / account holder | $27 | $7,492-99.6% | $6,412-99.6% | $11,429-99.8% |