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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 | $19,646 | $92,766-78.8% | $82,763-76.3% | $134,545-85.4% |
| Participation rate | 68.4% | 75.2%-6.8pp | 72.6%-4.1pp | 81.2%-12.8pp |
| Annual return | -16.22% | 946.97%-963.2pp | 702.45%-718.7pp | 418.37%-434.6pp |
| Employer contribution / active EE | $826 | $3,273-74.8% | $3,008-72.5% | $4,742-82.6% |
| Participant deferral / active EE | $2,312 | $4,802-51.9% | $4,395-47.4% | $6,401-63.9% |
| Admin fee / account holder | $136 | $5,978-97.7% | $5,325-97.4% | $11,431-98.8% |