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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 | $22,540 | $95,979-76.5% | $74,551-69.8% | $135,380-83.4% |
| Participation rate | 50.0% | 75.7%-25.7pp | 69.1%-19.1pp | 82.6%-32.6pp |
| Annual return | -2.83% | 56.97%-59.8pp | 32.53%-35.4pp | 519.81%-522.6pp |
| Employer contribution / active EE | $1,579 | $2,716-41.9% | $1,961-19.5% | $4,779-67.0% |
| Participant deferral / active EE | $4,885 | $3,844+27.1% | $3,108+57.2% | $5,609-12.9% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |