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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 | $22,270 | $190,916-88.3% | $160,037-86.1% | $134,545-83.4% |
| Participation rate | 61.5% | 82.0%-20.4pp | 78.0%-16.4pp | 81.2%-19.7pp |
| Annual return | -14.60% | 552.79%-567.4pp | 408.95%-423.6pp | 418.37%-433.0pp |
| Employer contribution / active EE | $1,690 | $4,996-66.2% | $4,226-60.0% | $4,742-64.4% |
| Participant deferral / active EE | $1,549 | $6,925-77.6% | $6,184-74.9% | $6,401-75.8% |
| Admin fee / account holder | $25 | $10,497-99.8% | $8,716-99.7% | $11,431-99.8% |