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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 | $34,373 | $92,766-62.9% | $82,763-58.5% | $134,545-74.5% |
| Participation rate | 40.0% | 75.2%-35.2pp | 72.6%-32.6pp | 81.2%-41.2pp |
| Annual return | -15.39% | 946.97%-962.4pp | 702.45%-717.8pp | 418.37%-433.8pp |
| Employer contribution / active EE | $2,185 | $3,273-33.2% | $3,008-27.4% | $4,742-53.9% |
| Participant deferral / active EE | $2,181 | $4,802-54.6% | $4,395-50.4% | $6,401-65.9% |
| Admin fee / account holder | $299 | $5,978-95.0% | $5,325-94.4% | $11,431-97.4% |