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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 | $34,451 | $138,102-75.1% | $125,381-72.5% | $134,532-74.4% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -14.08% | 750.73%-764.8pp | 572.31%-586.4pp | 418.27%-432.3pp |
| Employer contribution / active EE | $1,183 | $5,245-77.4% | $4,815-75.4% | $4,741-75.0% |
| Participant deferral / active EE | $3,078 | $7,801-60.5% | $7,448-58.7% | $6,401-51.9% |
| Admin fee / account holder | $36 | $11,568-99.7% | $10,007-99.6% | $11,429-99.7% |