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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 | $32,387 | $190,916-83.0% | $160,037-79.8% | $134,545-75.9% |
| Participation rate | 58.8% | 82.0%-23.1pp | 78.0%-19.2pp | 81.2%-22.4pp |
| Annual return | -20.21% | 552.79%-573.0pp | 408.95%-429.2pp | 418.37%-438.6pp |
| Employer contribution / active EE | $1,011 | $4,996-79.8% | $4,226-76.1% | $4,742-78.7% |
| Participant deferral / active EE | $2,358 | $6,925-65.9% | $6,184-61.9% | $6,401-63.2% |
| Admin fee / account holder | $20 | $10,497-99.8% | $8,716-99.8% | $11,431-99.8% |