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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 | $24,145 | $152,597-84.2% | $117,533-79.5% | $134,532-82.1% |
| Participation rate | 60.0% | 77.1%-17.1pp | 70.6%-10.6pp | 81.2%-21.2pp |
| Annual return | -18.82% | 53.04%-71.9pp | 29.77%-48.6pp | 418.27%-437.1pp |
| Employer contribution / active EE | $641 | $5,576-88.5% | $4,179-84.7% | $4,741-86.5% |
| Participant deferral / active EE | $3,197 | $4,821-33.7% | $4,072-21.5% | $6,401-50.1% |
| Admin fee / account holder | $109 | $7,007-98.4% | $5,647-98.1% | $11,429-99.0% |