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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 | $20,120 | $92,743-78.3% | $82,744-75.7% | $134,532-85.0% |
| Participation rate | 55.6% | 75.2%-19.6pp | 72.6%-17.0pp | 81.2%-25.7pp |
| Annual return | -19.01% | 946.63%-965.6pp | 702.22%-721.2pp | 418.27%-437.3pp |
| Employer contribution / active EE | $1,497 | $3,273-54.3% | $3,008-50.2% | $4,741-68.4% |
| Participant deferral / active EE | $7,262 | $4,802+51.2% | $4,395+65.2% | $6,401+13.5% |
| Admin fee / account holder | $269 | $5,977-95.5% | $5,325-94.9% | $11,429-97.6% |