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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 | $47,338 | $90,606-47.8% | $79,466-40.4% | $135,379-65.0% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 82.6%-32.6pp |
| Annual return | -6.98% | 977.69%-984.7pp | 718.28%-725.3pp | 519.79%-526.8pp |
| Employer contribution / active EE | $808 | $3,068-73.7% | $2,800-71.1% | $4,779-83.1% |
| Participant deferral / active EE | $2,454 | $4,050-39.4% | $3,704-33.7% | $5,609-56.2% |
| Admin fee / account holder | $124 | $5,895-97.9% | $5,104-97.6% | $10,828-98.9% |