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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 | $7,668 | $84,551-90.9% | $61,452-87.5% | $134,532-94.3% |
| Participation rate | 33.3% | 62.2%-28.9pp | 52.6%-19.2pp | 81.2%-47.9pp |
| Annual return | -21.62% | 585.39%-607.0pp | 338.96%-360.6pp | 418.27%-439.9pp |
| Employer contribution / active EE | $641 | $1,545-58.5% | $1,160-44.7% | $4,741-86.5% |
| Participant deferral / active EE | $1,453 | $2,818-48.5% | $2,125-31.6% | $6,401-77.3% |
| Admin fee / account holder | $50 | $2,587-98.1% | $2,131-97.7% | $11,429-99.6% |