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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 | $138,102-82.7% | $125,381-80.9% | $134,532-82.2% |
| Participation rate | 57.1% | 84.5%-27.4pp | 82.4%-25.2pp | 81.2%-24.1pp |
| Annual return | -6.14% | 750.73%-756.9pp | 572.31%-578.4pp | 418.27%-424.4pp |
| Employer contribution / active EE | $1,366 | $5,245-74.0% | $4,815-71.6% | $4,741-71.2% |
| Participant deferral / active EE | $4,554 | $7,801-41.6% | $7,448-38.9% | $6,401-28.9% |
| Admin fee / account holder | $231 | $11,568-98.0% | $10,007-97.7% | $11,429-98.0% |