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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 | $17,358 | $92,743-81.3% | $82,744-79.0% | $134,532-87.1% |
| Participation rate | 61.5% | 75.2%-13.7pp | 72.6%-11.0pp | 81.2%-19.7pp |
| Annual return | -6.57% | 946.63%-953.2pp | 702.22%-708.8pp | 418.27%-424.8pp |
| Employer contribution / active EE | $1,269 | $3,273-61.2% | $3,008-57.8% | $4,741-73.2% |
| Participant deferral / active EE | $2,283 | $4,802-52.5% | $4,395-48.0% | $6,401-64.3% |
| Admin fee / account holder | $239 | $5,977-96.0% | $5,325-95.5% | $11,429-97.9% |