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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 | $2,503 | $84,464-97.0% | $61,399-95.9% | $134,509-98.1% |
| Participation rate | 45.0% | 62.2%-17.2pp | 52.6%-7.6pp | 81.2%-36.2pp |
| Annual return | -19.07% | 585.06%-604.1pp | 338.81%-357.9pp | 418.13%-437.2pp |
| Employer contribution / active EE | $115 | $1,545-92.6% | $1,159-90.1% | $4,741-97.6% |
| Participant deferral / active EE | $468 | $2,818-83.4% | $2,124-78.0% | $6,400-92.7% |
| Admin fee / account holder | $24 | $2,587-99.1% | $2,131-98.9% | $11,427-99.8% |