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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 | $48,959 | $106,549-54.1% | $91,225-46.3% | $134,509-63.6% |
| Participation rate | 25.0% | 76.8%-51.8pp | 73.2%-48.2pp | 81.2%-56.2pp |
| Annual return | -14.32% | 160.73%-175.0pp | 114.10%-128.4pp | 418.13%-432.5pp |
| Employer contribution / active EE | $800 | $3,331-76.0% | $2,851-71.9% | $4,741-83.1% |
| Participant deferral / active EE | $1,000 | $4,719-78.8% | $4,234-76.4% | $6,400-84.4% |
| Admin fee / account holder | $21 | $6,234-99.7% | $5,422-99.6% | $11,427-99.8% |