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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 | $26,004 | $43,730-40.5% | $121,208-78.5% | $64,181-59.5% |
| Participation rate | 35.5% | 58.3%-22.9pp | 71.8%-36.3pp | 69.6%-34.1pp |
| Annual return | -3.32% | 68.94%-72.3pp | 16.93%-20.2pp | 7.63%-10.9pp |
| Employer contribution / active EE | $417 | $1,297-67.8% | $4,023-89.6% | $2,381-82.5% |
| Participant deferral / active EE | $1,008 | $2,281-55.8% | $3,345-69.9% | $3,470-70.9% |
| Admin fee / account holder | $147 | $3,502-95.8% | $5,020-97.1% | $4,887-97.0% |