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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 | $23,958 | $138,078-82.6% | $125,363-80.9% | $134,509-82.2% |
| Participation rate | 57.1% | 84.5%-27.3pp | 82.4%-25.2pp | 81.2%-24.1pp |
| Annual return | -6.14% | 750.49%-756.6pp | 572.15%-578.3pp | 418.13%-424.3pp |
| Employer contribution / active EE | $1,366 | $5,245-74.0% | $4,815-71.6% | $4,741-71.2% |
| Participant deferral / active EE | $4,554 | $7,800-41.6% | $7,447-38.8% | $6,400-28.8% |
| Admin fee / account holder | $231 | $11,566-98.0% | $10,005-97.7% | $11,427-98.0% |