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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 | $9,239 | $84,551-89.1% | $61,452-85.0% | $134,532-93.1% |
| Participation rate | 25.0% | 62.2%-37.2pp | 52.6%-27.6pp | 81.2%-56.2pp |
| Annual return | -18.38% | 585.39%-603.8pp | 338.96%-357.3pp | 418.27%-436.6pp |
| Employer contribution / active EE | $104 | $1,545-93.3% | $1,160-91.0% | $4,741-97.8% |
| Participant deferral / active EE | $610 | $2,818-78.4% | $2,125-71.3% | $6,401-90.5% |
| Admin fee / account holder | $256 | $2,587-90.1% | $2,131-88.0% | $11,429-97.8% |