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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 | $35,236 | $84,551-58.3% | $61,452-42.7% | $134,532-73.8% |
| Participation rate | 57.1% | 62.2%-5.1pp | 52.6%+4.6pp | 81.2%-24.1pp |
| Annual return | -15.14% | 585.39%-600.5pp | 338.96%-354.1pp | 418.27%-433.4pp |
| Employer contribution / active EE | $1,096 | $1,545-29.0% | $1,160-5.5% | $4,741-76.9% |
| Participant deferral / active EE | $3,339 | $2,818+18.5% | $2,125+57.2% | $6,401-47.8% |
| Admin fee / account holder | $28 | $2,587-98.9% | $2,131-98.7% | $11,429-99.8% |