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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 | $20,537 | $92,684-77.8% | $82,706-75.2% | $134,509-84.7% |
| Participation rate | 57.1% | 75.2%-18.1pp | 72.6%-15.4pp | 81.2%-24.1pp |
| Annual return | -15.05% | 945.84%-960.9pp | 701.76%-716.8pp | 418.13%-433.2pp |
| Employer contribution / active EE | $1,232 | $3,272-62.3% | $3,007-59.0% | $4,741-74.0% |
| Participant deferral / active EE | $1,232 | $4,800-74.3% | $4,394-72.0% | $6,400-80.7% |
| Admin fee / account holder | $208 | $5,982-96.5% | $5,329-96.1% | $11,427-98.2% |