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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 | $21,451 | $190,862-88.8% | $159,991-86.6% | $134,509-84.1% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.0%-28.0pp | 81.2%-31.2pp |
| Annual return | -15.94% | 552.59%-568.5pp | 408.82%-424.8pp | 418.13%-434.1pp |
| Employer contribution / active EE | $1,683 | $4,995-66.3% | $4,225-60.2% | $4,741-64.5% |
| Participant deferral / active EE | $3,047 | $6,924-56.0% | $6,183-50.7% | $6,400-52.4% |
| Admin fee / account holder | $0 | $10,495-100.0% | $8,715-100.0% | $11,427-100.0% |