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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 | $55,174 | $106,557-48.2% | $91,227-39.5% | $134,545-59.0% |
| Participation rate | 27.3% | 76.8%-49.5pp | 73.2%-45.9pp | 81.2%-54.0pp |
| Annual return | -18.91% | 160.81%-179.7pp | 114.14%-133.0pp | 418.37%-437.3pp |
| Employer contribution / active EE | $638 | $3,332-80.9% | $2,851-77.6% | $4,742-86.6% |
| Participant deferral / active EE | $2,946 | $4,719-37.6% | $4,234-30.4% | $6,401-54.0% |
| Admin fee / account holder | $57 | $6,235-99.1% | $5,423-98.9% | $11,431-99.5% |