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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 | $7,940 | $84,551-90.6% | $61,452-87.1% | $134,532-94.1% |
| Participation rate | 22.7% | 62.2%-39.5pp | 52.6%-29.8pp | 81.2%-58.5pp |
| Annual return | -20.41% | 585.39%-605.8pp | 338.96%-359.4pp | 418.27%-438.7pp |
| Employer contribution / active EE | $223 | $1,545-85.6% | $1,160-80.8% | $4,741-95.3% |
| Participant deferral / active EE | $322 | $2,818-88.6% | $2,125-84.9% | $6,401-95.0% |
| Admin fee / account holder | $181 | $2,587-93.0% | $2,131-91.5% | $11,429-98.4% |