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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 | $56,962 | $84,464-32.6% | $61,399-7.2% | $134,509-57.7% |
| Participation rate | 11.8% | 62.2%-50.4pp | 52.6%-40.8pp | 81.2%-69.5pp |
| Annual return | -15.17% | 585.06%-600.2pp | 338.81%-354.0pp | 418.13%-433.3pp |
| Employer contribution / active EE | $278 | $1,545-82.0% | $1,159-76.0% | $4,741-94.1% |
| Participant deferral / active EE | $2,655 | $2,818-5.8% | $2,124+25.0% | $6,400-58.5% |
| Admin fee / account holder | $4 | $2,587-99.8% | $2,131-99.8% | $11,427-100.0% |