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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 | $48,913 | $92,766-47.3% | $82,763-40.9% | $134,545-63.6% |
| Participation rate | 60.0% | 75.2%-15.2pp | 72.6%-12.6pp | 81.2%-21.2pp |
| Annual return | -20.85% | 946.97%-967.8pp | 702.45%-723.3pp | 418.37%-439.2pp |
| Employer contribution / active EE | $1,365 | $3,273-58.3% | $3,008-54.6% | $4,742-71.2% |
| Participant deferral / active EE | $2,180 | $4,802-54.6% | $4,395-50.4% | $6,401-65.9% |
| Admin fee / account holder | $210 | $5,978-96.5% | $5,325-96.1% | $11,431-98.2% |