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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 | $30,897 | $135,639-77.2% | $110,241-72.0% | $135,382-77.2% |
| Participation rate | 64.3% | 83.5%-19.2pp | 79.8%-15.5pp | 82.6%-18.4pp |
| Annual return | -5.21% | 513.21%-518.4pp | 314.75%-320.0pp | 519.77%-525.0pp |
| Employer contribution / active EE | $1,964 | $4,907-60.0% | $3,827-48.7% | $4,779-58.9% |
| Participant deferral / active EE | $2,936 | $5,507-46.7% | $4,672-37.1% | $5,609-47.6% |
| Admin fee / account holder | $10 | $11,457-99.9% | $8,548-99.9% | $10,829-99.9% |