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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 | $31,138 | $92,684-66.4% | $82,706-62.4% | $134,509-76.9% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -18.66% | 945.84%-964.5pp | 701.76%-720.4pp | 418.13%-436.8pp |
| Employer contribution / active EE | $1,812 | $3,272-44.6% | $3,007-39.7% | $4,741-61.8% |
| Participant deferral / active EE | $7,536 | $4,800+57.0% | $4,394+71.5% | $6,400+17.7% |
| Admin fee / account holder | $138 | $5,982-97.7% | $5,329-97.4% | $11,427-98.8% |