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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 | $11,397 | $92,743-87.7% | $82,744-86.2% | $134,532-91.5% |
| Participation rate | 62.5% | 75.2%-12.7pp | 72.6%-10.1pp | 81.2%-18.7pp |
| Annual return | -20.12% | 946.63%-966.7pp | 702.22%-722.3pp | 418.27%-438.4pp |
| Employer contribution / active EE | $1,208 | $3,273-63.1% | $3,008-59.9% | $4,741-74.5% |
| Participant deferral / active EE | $1,645 | $4,802-65.7% | $4,395-62.6% | $6,401-74.3% |
| Admin fee / account holder | $126 | $5,977-97.9% | $5,325-97.6% | $11,429-98.9% |