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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 | $21,159 | $92,743-77.2% | $82,744-74.4% | $134,532-84.3% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -15.88% | 946.63%-962.5pp | 702.22%-718.1pp | 418.27%-434.1pp |
| Employer contribution / active EE | $916 | $3,273-72.0% | $3,008-69.5% | $4,741-80.7% |
| Participant deferral / active EE | $2,278 | $4,802-52.6% | $4,395-48.2% | $6,401-64.4% |
| Admin fee / account holder | $116 | $5,977-98.1% | $5,325-97.8% | $11,429-99.0% |