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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 | $23,604 | $39,798-40.7% | $67,704-65.1% | $59,633-60.4% |
| Participation rate | 32.8% | 57.4%-24.5pp | 67.5%-34.7pp | 68.7%-35.8pp |
| Annual return | -2.91% | 89.94%-92.8pp | 25.41%-28.3pp | 2041.45%-2044.4pp |
| Employer contribution / active EE | $167 | $1,393-88.0% | $2,559-93.5% | $2,203-92.4% |
| Participant deferral / active EE | $1,061 | $2,335-54.5% | $3,585-70.4% | $3,192-66.7% |
| Admin fee / account holder | $261 | $3,212-91.9% | $4,255-93.9% | $4,297-93.9% |