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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 | $14,565 | $104,116-86.0% | $71,089-79.5% | $135,380-89.2% |
| Participation rate | 66.7% | 65.7%+1.0pp | 54.6%+12.0pp | 82.6%-16.0pp |
| Annual return | -12.30% | 1256.51%-1268.8pp | 650.65%-662.9pp | 519.81%-532.1pp |
| Employer contribution / active EE | $1,303 | $1,485-12.2% | $1,088+19.8% | $4,779-72.7% |
| Participant deferral / active EE | $4,160 | $2,524+64.8% | $1,873+122.1% | $5,609-25.8% |
| Admin fee / account holder | $53 | $4,142-98.7% | $3,082-98.3% | $10,828-99.5% |