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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 | $29,209 | $84,464-65.4% | $61,399-52.4% | $134,509-78.3% |
| Participation rate | 42.9% | 62.2%-19.3pp | 52.6%-9.7pp | 81.2%-38.4pp |
| Annual return | -21.11% | 585.06%-606.2pp | 338.81%-359.9pp | 418.13%-439.2pp |
| Employer contribution / active EE | $866 | $1,545-43.9% | $1,159-25.3% | $4,741-81.7% |
| Participant deferral / active EE | $5,205 | $2,818+84.7% | $2,124+145.0% | $6,400-18.7% |
| Admin fee / account holder | $0 | $2,587-100.0% | $2,131-100.0% | $11,427-100.0% |