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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 | $25,553 | $90,320-71.7% | $59,496-57.1% | $125,389-79.6% |
| Participation rate | 10.5% | 68.3%-57.8pp | 54.6%-44.0pp | 83.2%-72.7pp |
| Annual return | -3.84% | 369.13%-373.0pp | 182.05%-185.9pp | 282.24%-286.1pp |
| Employer contribution / active EE | $444 | $1,792-75.2% | $1,153-61.5% | $4,866-90.9% |
| Participant deferral / active EE | $0 | $2,716-100.0% | $1,829-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $3,063-100.0% | $2,232-100.0% | $9,541-100.0% |