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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 | $14,211 | $92,684-84.7% | $82,706-82.8% | $134,509-89.4% |
| Participation rate | 69.2% | 75.2%-6.0pp | 72.6%-3.3pp | 81.2%-12.0pp |
| Annual return | -7.39% | 945.84%-953.2pp | 701.76%-709.2pp | 418.13%-425.5pp |
| Employer contribution / active EE | $1,079 | $3,272-67.0% | $3,007-64.1% | $4,741-77.2% |
| Participant deferral / active EE | $3,147 | $4,800-34.4% | $4,394-28.4% | $6,400-50.8% |
| Admin fee / account holder | $54 | $5,982-99.1% | $5,329-99.0% | $11,427-99.5% |