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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 | $38,818 | $92,684-58.1% | $82,706-53.1% | $134,509-71.1% |
| Participation rate | 57.1% | 75.2%-18.1pp | 72.6%-15.4pp | 81.2%-24.1pp |
| Annual return | -18.30% | 945.84%-964.1pp | 701.76%-720.1pp | 418.13%-436.4pp |
| Employer contribution / active EE | $705 | $3,272-78.4% | $3,007-76.5% | $4,741-85.1% |
| Participant deferral / active EE | $2,707 | $4,800-43.6% | $4,394-38.4% | $6,400-57.7% |
| Admin fee / account holder | $240 | $5,982-96.0% | $5,329-95.5% | $11,427-97.9% |