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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 | $37,536 | $84,551-55.6% | $61,452-38.9% | $134,532-72.1% |
| Participation rate | 57.1% | 62.2%-5.1pp | 52.6%+4.6pp | 81.2%-24.1pp |
| Annual return | -17.55% | 585.39%-602.9pp | 338.96%-356.5pp | 418.27%-435.8pp |
| Employer contribution / active EE | $1,093 | $1,545-29.2% | $1,160-5.7% | $4,741-76.9% |
| Participant deferral / active EE | $6,322 | $2,818+124.3% | $2,125+197.6% | $6,401-1.2% |
| Admin fee / account holder | $20 | $2,587-99.2% | $2,131-99.1% | $11,429-99.8% |