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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 | $12,327 | $84,464-85.4% | $61,399-79.9% | $134,509-90.8% |
| Participation rate | 25.0% | 62.2%-37.2pp | 52.6%-27.6pp | 81.2%-56.2pp |
| Annual return | -14.00% | 585.06%-599.1pp | 338.81%-352.8pp | 418.13%-432.1pp |
| Employer contribution / active EE | $468 | $1,545-69.7% | $1,159-59.6% | $4,741-90.1% |
| Participant deferral / active EE | $1,887 | $2,818-33.1% | $2,124-11.2% | $6,400-70.5% |
| Admin fee / account holder | $173 | $2,587-93.3% | $2,131-91.9% | $11,427-98.5% |