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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 | $37,249 | $92,766-59.8% | $82,763-55.0% | $134,545-72.3% |
| Participation rate | 61.5% | 75.2%-13.7pp | 72.6%-11.0pp | 81.2%-19.7pp |
| Annual return | -12.19% | 946.97%-959.2pp | 702.45%-714.6pp | 418.37%-430.6pp |
| Employer contribution / active EE | $1,548 | $3,273-52.7% | $3,008-48.5% | $4,742-67.3% |
| Participant deferral / active EE | $8,036 | $4,802+67.3% | $4,395+82.8% | $6,401+25.5% |
| Admin fee / account holder | $63 | $5,978-98.9% | $5,325-98.8% | $11,431-99.5% |