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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 | $90,064 | $133,981-32.8% | $112,249-19.8% | $134,532-33.1% |
| Participation rate | 33.3% | 78.6%-45.2pp | 75.1%-41.7pp | 81.2%-47.9pp |
| Annual return | -11.35% | 47.16%-58.5pp | 27.48%-38.8pp | 418.27%-429.6pp |
| Employer contribution / active EE | $1,071 | $4,040-73.5% | $3,636-70.6% | $4,741-77.4% |
| Participant deferral / active EE | $2,612 | $5,292-50.6% | $4,729-44.8% | $6,401-59.2% |
| Admin fee / account holder | $31 | $7,492-99.6% | $6,412-99.5% | $11,429-99.7% |