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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 | $34,563 | $92,743-62.7% | $82,744-58.2% | $134,532-74.3% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -20.17% | 946.63%-966.8pp | 702.22%-722.4pp | 418.27%-438.4pp |
| Employer contribution / active EE | $707 | $3,273-78.4% | $3,008-76.5% | $4,741-85.1% |
| Participant deferral / active EE | $1,918 | $4,802-60.1% | $4,395-56.4% | $6,401-70.0% |
| Admin fee / account holder | $58 | $5,977-99.0% | $5,325-98.9% | $11,429-99.5% |