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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 | $34,486 | $104,116-66.9% | $71,089-51.5% | $135,380-74.5% |
| Participation rate | 50.0% | 65.7%-15.7pp | 54.6%-4.6pp | 82.6%-32.6pp |
| Annual return | -12.30% | 1256.51%-1268.8pp | 650.65%-662.9pp | 519.81%-532.1pp |
| Employer contribution / active EE | $955 | $1,485-35.7% | $1,088-12.2% | $4,779-80.0% |
| Participant deferral / active EE | $3,612 | $2,524+43.1% | $1,873+92.9% | $5,609-35.6% |
| Admin fee / account holder | $173 | $4,142-95.8% | $3,082-94.4% | $10,828-98.4% |