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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 | $13,200 | $92,766-85.8% | $82,763-84.1% | $134,545-90.2% |
| Participation rate | 65.2% | 75.2%-10.0pp | 72.6%-7.3pp | 81.2%-16.0pp |
| Annual return | -12.67% | 946.97%-959.6pp | 702.45%-715.1pp | 418.37%-431.0pp |
| Employer contribution / active EE | $756 | $3,273-76.9% | $3,008-74.9% | $4,742-84.1% |
| Participant deferral / active EE | $1,624 | $4,802-66.2% | $4,395-63.0% | $6,401-74.6% |
| Admin fee / account holder | $214 | $5,978-96.4% | $5,325-96.0% | $11,431-98.1% |