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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 | $60,997 | $152,542-60.0% | $117,498-48.1% | $134,509-54.7% |
| Participation rate | 42.9% | 77.1%-34.2pp | 70.6%-27.7pp | 81.2%-38.4pp |
| Annual return | -19.51% | 53.02%-72.5pp | 29.75%-49.3pp | 418.13%-437.6pp |
| Employer contribution / active EE | $316 | $5,574-94.3% | $4,178-92.4% | $4,741-93.3% |
| Participant deferral / active EE | $790 | $4,819-83.6% | $4,071-80.6% | $6,400-87.7% |
| Admin fee / account holder | $67 | $7,006-99.1% | $5,646-98.8% | $11,427-99.4% |