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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 | $12,847 | $152,597-91.6% | $117,533-89.1% | $134,532-90.5% |
| Participation rate | 66.7% | 77.1%-10.4pp | 70.6%-3.9pp | 81.2%-14.6pp |
| Annual return | -17.79% | 53.04%-70.8pp | 29.77%-47.6pp | 418.27%-436.1pp |
| Employer contribution / active EE | $336 | $5,576-94.0% | $4,179-92.0% | $4,741-92.9% |
| Participant deferral / active EE | $447 | $4,821-90.7% | $4,072-89.0% | $6,401-93.0% |
| Admin fee / account holder | $0 | $7,007-100.0% | $5,647-100.0% | $11,429-100.0% |