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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 | $24,718 | $92,684-73.3% | $82,706-70.1% | $134,509-81.6% |
| Participation rate | 25.0% | 75.2%-50.2pp | 72.6%-47.6pp | 81.2%-56.2pp |
| Annual return | -18.44% | 945.84%-964.3pp | 701.76%-720.2pp | 418.13%-436.6pp |
| Employer contribution / active EE | $545 | $3,272-83.3% | $3,007-81.9% | $4,741-88.5% |
| Participant deferral / active EE | $3,515 | $4,800-26.8% | $4,394-20.0% | $6,400-45.1% |
| Admin fee / account holder | $157 | $5,982-97.4% | $5,329-97.0% | $11,427-98.6% |