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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 | $36,070 | $95,979-62.4% | $74,551-51.6% | $135,380-73.4% |
| Participation rate | 50.0% | 75.7%-25.7pp | 69.1%-19.1pp | 82.6%-32.6pp |
| Annual return | -4.66% | 56.97%-61.6pp | 32.53%-37.2pp | 519.81%-524.5pp |
| Employer contribution / active EE | $1,321 | $2,716-51.4% | $1,961-32.6% | $4,779-72.4% |
| Participant deferral / active EE | $3,895 | $3,844+1.3% | $3,108+25.3% | $5,609-30.6% |
| Admin fee / account holder | $75 | $6,522-98.8% | $5,059-98.5% | $10,828-99.3% |