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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 | $13,107 | $90,607-85.5% | $79,467-83.5% | $135,380-90.3% |
| Participation rate | 25.0% | 76.0%-51.0pp | 73.3%-48.3pp | 82.6%-57.6pp |
| Annual return | -5.82% | 977.74%-983.6pp | 718.30%-724.1pp | 519.81%-525.6pp |
| Employer contribution / active EE | $578 | $3,068-81.2% | $2,800-79.4% | $4,779-87.9% |
| Participant deferral / active EE | $896 | $4,050-77.9% | $3,704-75.8% | $5,609-84.0% |
| Admin fee / account holder | $23 | $5,895-99.6% | $5,104-99.6% | $10,828-99.8% |