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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 | $37,765 | $106,551-64.6% | $91,225-58.6% | $134,532-71.9% |
| Participation rate | 28.6% | 76.8%-48.2pp | 73.2%-44.6pp | 81.2%-52.7pp |
| Annual return | -17.68% | 160.78%-178.5pp | 114.12%-131.8pp | 418.27%-435.9pp |
| Employer contribution / active EE | $1,786 | $3,331-46.4% | $2,851-37.3% | $4,741-62.3% |
| Participant deferral / active EE | $2,809 | $4,718-40.5% | $4,233-33.6% | $6,401-56.1% |
| Admin fee / account holder | $285 | $6,234-95.4% | $5,422-94.7% | $11,429-97.5% |