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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 | $32,727 | $92,766-64.7% | $82,763-60.5% | $134,545-75.7% |
| Participation rate | 25.0% | 75.2%-50.2pp | 72.6%-47.6pp | 81.2%-56.2pp |
| Annual return | -16.59% | 946.97%-963.6pp | 702.45%-719.0pp | 418.37%-435.0pp |
| Employer contribution / active EE | $616 | $3,273-81.2% | $3,008-79.5% | $4,742-87.0% |
| Participant deferral / active EE | $1,606 | $4,802-66.6% | $4,395-63.5% | $6,401-74.9% |
| Admin fee / account holder | $155 | $5,978-97.4% | $5,325-97.1% | $11,431-98.6% |