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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 | $27,089 | $106,557-74.6% | $91,227-70.3% | $134,545-79.9% |
| Participation rate | 18.2% | 76.8%-58.6pp | 73.2%-55.0pp | 81.2%-63.1pp |
| Annual return | -20.22% | 160.81%-181.0pp | 114.14%-134.4pp | 418.37%-438.6pp |
| Employer contribution / active EE | $508 | $3,332-84.8% | $2,851-82.2% | $4,742-89.3% |
| Participant deferral / active EE | $3,118 | $4,719-33.9% | $4,234-26.4% | $6,401-51.3% |
| Admin fee / account holder | $141 | $6,235-97.7% | $5,423-97.4% | $11,431-98.8% |