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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 | $11,969 | $67,396-82.2% | $60,919-80.4% | $134,545-91.1% |
| Participation rate | 44.4% | 76.2%-31.7pp | 73.1%-28.7pp | 81.2%-36.8pp |
| Annual return | -16.61% | 50.12%-66.7pp | 16.96%-33.6pp | 418.37%-435.0pp |
| Employer contribution / active EE | $1,010 | $3,101-67.4% | $2,704-62.7% | $4,742-78.7% |
| Participant deferral / active EE | $1,107 | $4,534-75.6% | $3,814-71.0% | $6,401-82.7% |
| Admin fee / account holder | $64 | $4,590-98.6% | $3,228-98.0% | $11,431-99.4% |