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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 | $26,363 | $104,106-74.7% | $71,086-62.9% | $135,379-80.5% |
| Participation rate | 23.8% | 65.7%-41.8pp | 54.7%-30.8pp | 82.6%-58.8pp |
| Annual return | -9.53% | 1256.30%-1265.8pp | 650.59%-660.1pp | 519.79%-529.3pp |
| Employer contribution / active EE | $485 | $1,485-67.4% | $1,088-55.4% | $4,779-89.9% |
| Participant deferral / active EE | $2,228 | $2,527-11.8% | $1,874+18.9% | $5,609-60.3% |
| Admin fee / account holder | $59 | $4,142-98.6% | $3,082-98.1% | $10,828-99.5% |