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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 | $31,694 | $93,124-66.0% | $77,100-58.9% | $134,545-76.4% |
| Participation rate | 40.0% | 74.5%-34.5pp | 67.9%-27.9pp | 81.2%-41.2pp |
| Annual return | -21.23% | 62.68%-83.9pp | 42.35%-63.6pp | 418.37%-439.6pp |
| Employer contribution / active EE | $1,526 | $3,421-55.4% | $2,815-45.8% | $4,742-67.8% |
| Participant deferral / active EE | $2,774 | $5,242-47.1% | $4,430-37.4% | $6,401-56.7% |
| Admin fee / account holder | $20 | $6,970-99.7% | $5,443-99.6% | $11,431-99.8% |