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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 | $19,385 | $93,117-79.2% | $77,096-74.9% | $134,532-85.6% |
| Participation rate | 50.0% | 74.5%-24.5pp | 67.9%-17.9pp | 81.2%-31.2pp |
| Annual return | -18.84% | 62.67%-81.5pp | 42.35%-61.2pp | 418.27%-437.1pp |
| Employer contribution / active EE | $604 | $3,420-82.4% | $2,814-78.6% | $4,741-87.3% |
| Participant deferral / active EE | $1,569 | $5,241-70.1% | $4,429-64.6% | $6,401-75.5% |
| Admin fee / account holder | $31 | $6,948-99.6% | $5,428-99.4% | $11,429-99.7% |