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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 | $23,699 | $92,684-74.4% | $82,706-71.3% | $134,509-82.4% |
| Participation rate | 61.5% | 75.2%-13.7pp | 72.6%-11.0pp | 81.2%-19.7pp |
| Annual return | -18.80% | 945.84%-964.6pp | 701.76%-720.6pp | 418.13%-436.9pp |
| Employer contribution / active EE | $1,158 | $3,272-64.6% | $3,007-61.5% | $4,741-75.6% |
| Participant deferral / active EE | $4,633 | $4,800-3.5% | $4,394+5.4% | $6,400-27.6% |
| Admin fee / account holder | $54 | $5,982-99.1% | $5,329-99.0% | $11,427-99.5% |