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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 | $50,681 | $152,597-66.8% | $117,533-56.9% | $134,532-62.3% |
| Participation rate | 63.6% | 77.1%-13.5pp | 70.6%-7.0pp | 81.2%-17.6pp |
| Annual return | -14.74% | 53.04%-67.8pp | 29.77%-44.5pp | 418.27%-433.0pp |
| Employer contribution / active EE | $1,157 | $5,576-79.3% | $4,179-72.3% | $4,741-75.6% |
| Participant deferral / active EE | $1,235 | $4,821-74.4% | $4,072-69.7% | $6,401-80.7% |
| Admin fee / account holder | $19 | $7,007-99.7% | $5,647-99.7% | $11,429-99.8% |