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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 | $12,333 | $84,628-85.4% | $61,501-79.9% | $134,545-90.8% |
| Participation rate | 57.1% | 62.2%-5.1pp | 52.6%+4.6pp | 81.2%-24.1pp |
| Annual return | -17.37% | 585.61%-603.0pp | 339.04%-356.4pp | 418.37%-435.7pp |
| Employer contribution / active EE | $1,152 | $1,545-25.5% | $1,160-0.7% | $4,742-75.7% |
| Participant deferral / active EE | $3,505 | $2,819+24.4% | $2,125+65.0% | $6,401-45.2% |
| Admin fee / account holder | $141 | $2,587-94.5% | $2,132-93.4% | $11,431-98.8% |