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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 | $22,899 | $138,114-83.4% | $125,391-81.7% | $134,545-83.0% |
| Participation rate | 43.5% | 84.5%-41.0pp | 82.4%-38.9pp | 81.2%-37.8pp |
| Annual return | -12.24% | 750.88%-763.1pp | 572.41%-584.7pp | 418.37%-430.6pp |
| Employer contribution / active EE | $1,121 | $5,246-78.6% | $4,816-76.7% | $4,742-76.4% |
| Participant deferral / active EE | $3,127 | $7,801-59.9% | $7,448-58.0% | $6,401-51.1% |
| Admin fee / account holder | $1 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |