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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 | $19,771 | $92,743-78.7% | $82,744-76.1% | $134,532-85.3% |
| Participation rate | 63.6% | 75.2%-11.6pp | 72.6%-8.9pp | 81.2%-17.6pp |
| Annual return | -18.67% | 946.63%-965.3pp | 702.22%-720.9pp | 418.27%-436.9pp |
| Employer contribution / active EE | $1,408 | $3,273-57.0% | $3,008-53.2% | $4,741-70.3% |
| Participant deferral / active EE | $1,887 | $4,802-60.7% | $4,395-57.1% | $6,401-70.5% |
| Admin fee / account holder | $5 | $5,977-99.9% | $5,325-99.9% | $11,429-100.0% |