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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 | $29,219 | $138,114-78.8% | $125,391-76.7% | $134,545-78.3% |
| Participation rate | 55.6% | 84.5%-28.9pp | 82.4%-26.8pp | 81.2%-25.7pp |
| Annual return | -18.48% | 750.88%-769.4pp | 572.41%-590.9pp | 418.37%-436.9pp |
| Employer contribution / active EE | $1,661 | $5,246-68.3% | $4,816-65.5% | $4,742-65.0% |
| Participant deferral / active EE | $4,782 | $7,801-38.7% | $7,448-35.8% | $6,401-25.3% |
| Admin fee / account holder | $20 | $11,570-99.8% | $10,009-99.8% | $11,431-99.8% |