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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 | $27,884 | $90,607-69.2% | $79,467-64.9% | $135,380-79.4% |
| Participation rate | 33.3% | 76.0%-42.7pp | 73.3%-40.0pp | 82.6%-49.3pp |
| Annual return | -6.81% | 977.74%-984.5pp | 718.30%-725.1pp | 519.81%-526.6pp |
| Employer contribution / active EE | $511 | $3,068-83.3% | $2,800-81.8% | $4,779-89.3% |
| Participant deferral / active EE | $859 | $4,050-78.8% | $3,704-76.8% | $5,609-84.7% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |