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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 | $12,253 | $84,551-85.5% | $61,452-80.1% | $134,532-90.9% |
| Participation rate | 29.2% | 62.2%-33.0pp | 52.6%-23.4pp | 81.2%-52.1pp |
| Annual return | -21.37% | 585.39%-606.8pp | 338.96%-360.3pp | 418.27%-439.6pp |
| Employer contribution / active EE | $602 | $1,545-61.0% | $1,160-48.1% | $4,741-87.3% |
| Participant deferral / active EE | $1,281 | $2,818-54.5% | $2,125-39.7% | $6,401-80.0% |
| Admin fee / account holder | $139 | $2,587-94.6% | $2,131-93.5% | $11,429-98.8% |