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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 | $48,641 | $84,628-42.5% | $61,501-20.9% | $134,545-63.8% |
| Participation rate | 11.1% | 62.2%-51.1pp | 52.6%-41.5pp | 81.2%-70.1pp |
| Annual return | -17.52% | 585.61%-603.1pp | 339.04%-356.6pp | 418.37%-435.9pp |
| Employer contribution / active EE | $578 | $1,545-62.6% | $1,160-50.2% | $4,742-87.8% |
| Participant deferral / active EE | $578 | $2,819-79.5% | $2,125-72.8% | $6,401-91.0% |
| Admin fee / account holder | $277 | $2,587-89.3% | $2,132-87.0% | $11,431-97.6% |