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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 | $13,780 | $93,098-85.2% | $77,081-82.1% | $134,509-89.8% |
| Participation rate | 50.0% | 74.5%-24.5pp | 67.9%-17.9pp | 81.2%-31.2pp |
| Annual return | -20.13% | 62.63%-82.8pp | 42.33%-62.5pp | 418.13%-438.3pp |
| Employer contribution / active EE | $1,250 | $3,419-63.4% | $2,813-55.6% | $4,741-73.6% |
| Participant deferral / active EE | $1,407 | $5,239-73.2% | $4,428-68.2% | $6,400-78.0% |
| Admin fee / account holder | $19 | $6,945-99.7% | $5,427-99.6% | $11,427-99.8% |