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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 | $23,850 | $138,076-82.7% | $123,553-80.7% | $135,380-82.4% |
| Participation rate | 62.5% | 84.7%-22.2pp | 82.3%-19.8pp | 82.6%-20.1pp |
| Annual return | -5.36% | 153.70%-159.1pp | 119.21%-124.6pp | 519.81%-525.2pp |
| Employer contribution / active EE | $1,093 | $5,152-78.8% | $4,628-76.4% | $4,779-77.1% |
| Participant deferral / active EE | $4,730 | $6,800-30.4% | $6,426-26.4% | $5,609-15.7% |
| Admin fee / account holder | $8 | $10,917-99.9% | $9,284-99.9% | $10,828-99.9% |