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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 | $15,844 | $84,628-81.3% | $61,501-74.2% | $134,545-88.2% |
| Participation rate | 63.6% | 62.2%+1.4pp | 52.6%+11.1pp | 81.2%-17.6pp |
| Annual return | -10.09% | 585.61%-595.7pp | 339.04%-349.1pp | 418.37%-428.5pp |
| Employer contribution / active EE | $1,069 | $1,545-30.8% | $1,160-7.8% | $4,742-77.5% |
| Participant deferral / active EE | $3,141 | $2,819+11.4% | $2,125+47.8% | $6,401-50.9% |
| Admin fee / account holder | $263 | $2,587-89.9% | $2,132-87.7% | $11,431-97.7% |