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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 | $69,153 | $142,392-51.4% | $119,622-42.2% | $134,532-48.6% |
| Participation rate | 11.1% | 82.8%-71.7pp | 79.3%-68.2pp | 81.2%-70.1pp |
| Annual return | -3.23% | -12.46%+9.2pp | -14.98%+11.8pp | 418.27%-421.5pp |
| Employer contribution / active EE | $1,200 | $5,224-77.0% | $4,232-71.6% | $4,741-74.7% |
| Participant deferral / active EE | $3,000 | $6,467-53.6% | $5,601-46.4% | $6,401-53.1% |
| Admin fee / account holder | $162 | $13,593-98.8% | $10,328-98.4% | $11,429-98.6% |