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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 | $30,761 | $133,981-77.0% | $112,249-72.6% | $134,532-77.1% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -13.58% | 47.16%-60.7pp | 27.48%-41.1pp | 418.27%-431.8pp |
| Employer contribution / active EE | $2,223 | $4,040-45.0% | $3,636-38.9% | $4,741-53.1% |
| Participant deferral / active EE | $2,813 | $5,292-46.9% | $4,729-40.5% | $6,401-56.1% |
| Admin fee / account holder | $102 | $7,492-98.6% | $6,412-98.4% | $11,429-99.1% |