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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 | $17,433 | $84,464-79.4% | $61,399-71.6% | $134,509-87.0% |
| Participation rate | 50.0% | 62.2%-12.2pp | 52.6%-2.6pp | 81.2%-31.2pp |
| Annual return | -21.18% | 585.06%-606.2pp | 338.81%-360.0pp | 418.13%-439.3pp |
| Employer contribution / active EE | $1,121 | $1,545-27.4% | $1,159-3.3% | $4,741-76.3% |
| Participant deferral / active EE | $1,121 | $2,818-60.2% | $2,124-47.2% | $6,400-82.5% |
| Admin fee / account holder | $154 | $2,587-94.1% | $2,131-92.8% | $11,427-98.7% |