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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 | $22,554 | $90,320-75.0% | $59,496-62.1% | $125,389-82.0% |
| Participation rate | 29.4% | 68.3%-38.9pp | 54.6%-25.1pp | 83.2%-53.8pp |
| Annual return | -3.38% | 369.13%-372.5pp | 182.05%-185.4pp | 282.24%-285.6pp |
| Employer contribution / active EE | $1,188 | $1,792-33.7% | $1,153+3.0% | $4,866-75.6% |
| Participant deferral / active EE | $1,910 | $2,716-29.7% | $1,829+4.4% | $5,352-64.3% |
| Admin fee / account holder | $83 | $3,063-97.3% | $2,232-96.3% | $9,541-99.1% |