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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 | $16,861 | $39,798-57.6% | $67,704-75.1% | $59,633-71.7% |
| Participation rate | 44.0% | 57.4%-13.4pp | 67.5%-23.5pp | 68.7%-24.7pp |
| Annual return | -1.56% | 89.94%-91.5pp | 25.41%-27.0pp | 2041.45%-2043.0pp |
| Employer contribution / active EE | $1,132 | $1,393-18.7% | $2,559-55.8% | $2,203-48.6% |
| Participant deferral / active EE | $3,154 | $2,335+35.1% | $3,585-12.0% | $3,192-1.2% |
| Admin fee / account holder | $185 | $3,212-94.2% | $4,255-95.7% | $4,297-95.7% |