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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 | $49,116 | $84,551-41.9% | $61,452-20.1% | $134,532-63.5% |
| Participation rate | 30.0% | 62.2%-32.2pp | 52.6%-22.6pp | 81.2%-51.2pp |
| Annual return | -16.96% | 585.39%-602.3pp | 338.96%-355.9pp | 418.27%-435.2pp |
| Employer contribution / active EE | $421 | $1,545-72.7% | $1,160-63.7% | $4,741-91.1% |
| Participant deferral / active EE | $2,106 | $2,818-25.3% | $2,125-0.9% | $6,401-67.1% |
| Admin fee / account holder | $83 | $2,587-96.8% | $2,131-96.1% | $11,429-99.3% |