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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 | $190,843-88.3% | $159,981-86.1% | $134,493-83.4% |
| Participation rate | 61.5% | 81.9%-20.4pp | 78.0%-16.4pp | 81.2%-19.7pp |
| Annual return | -14.60% | 552.37%-567.0pp | 408.70%-423.3pp | 418.01%-432.6pp |
| Employer contribution / active EE | $1,690 | $4,993-66.1% | $4,224-60.0% | $4,740-64.3% |
| Participant deferral / active EE | $1,549 | $6,923-77.6% | $6,182-74.9% | $6,400-75.8% |
| Admin fee / account holder | $25 | $10,475-99.8% | $8,700-99.7% | $11,425-99.8% |