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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 | $24,625 | $95,975-74.3% | $74,549-67.0% | $135,379-81.8% |
| Participation rate | 36.4% | 75.7%-39.3pp | 69.1%-32.8pp | 82.6%-46.3pp |
| Annual return | -8.72% | 56.96%-65.7pp | 32.53%-41.3pp | 519.79%-528.5pp |
| Employer contribution / active EE | $1,024 | $2,716-62.3% | $1,961-47.8% | $4,779-78.6% |
| Participant deferral / active EE | $1,671 | $3,844-56.5% | $3,108-46.2% | $5,609-70.2% |
| Admin fee / account holder | $23 | $6,522-99.6% | $5,059-99.5% | $10,828-99.8% |