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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 | $73,939 | $84,551-12.6% | $61,452+20.3% | $134,532-45.0% |
| Participation rate | 18.2% | 62.2%-44.0pp | 52.6%-34.4pp | 81.2%-63.0pp |
| Annual return | -15.35% | 585.39%-600.7pp | 338.96%-354.3pp | 418.27%-433.6pp |
| Employer contribution / active EE | $6,818 | $1,545+341.4% | $1,160+488.0% | $4,741+43.8% |
| Participant deferral / active EE | $0 | $2,818-100.0% | $2,125-100.0% | $6,401-100.0% |
| Admin fee / account holder | $143 | $2,587-94.5% | $2,131-93.3% | $11,429-98.7% |