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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 | $27,445 | $56,197-51.2% | $67,652-59.4% | $59,633-54.0% |
| Participation rate | 67.4% | 71.5%-4.0pp | 75.7%-8.2pp | 68.7%-1.2pp |
| Annual return | -2.27% | 18508.10%-18510.4pp | 6625.40%-6627.7pp | 2041.45%-2043.7pp |
| Employer contribution / active EE | $747 | $1,615-53.7% | $2,266-67.0% | $2,203-66.1% |
| Participant deferral / active EE | $1,366 | $2,844-52.0% | $3,560-61.6% | $3,192-57.2% |
| Admin fee / account holder | $174 | $3,958-95.6% | $4,821-96.4% | $4,297-95.9% |