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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 | $19,375 | $92,743-79.1% | $82,744-76.6% | $134,532-85.6% |
| Participation rate | 47.8% | 75.2%-27.4pp | 72.6%-24.7pp | 81.2%-33.4pp |
| Annual return | -19.17% | 946.63%-965.8pp | 702.22%-721.4pp | 418.27%-437.4pp |
| Employer contribution / active EE | $1,000 | $3,273-69.4% | $3,008-66.8% | $4,741-78.9% |
| Participant deferral / active EE | $1,265 | $4,802-73.7% | $4,395-71.2% | $6,401-80.2% |
| Admin fee / account holder | $253 | $5,977-95.8% | $5,325-95.2% | $11,429-97.8% |