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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 | $9,834 | $104,116-90.6% | $71,089-86.2% | $135,380-92.7% |
| Participation rate | 36.4% | 65.7%-29.3pp | 54.6%-18.3pp | 82.6%-46.3pp |
| Annual return | -10.48% | 1256.51%-1267.0pp | 650.65%-661.1pp | 519.81%-530.3pp |
| Employer contribution / active EE | $482 | $1,485-67.6% | $1,088-55.7% | $4,779-89.9% |
| Participant deferral / active EE | $1,064 | $2,524-57.9% | $1,873-43.2% | $5,609-81.0% |
| Admin fee / account holder | $15 | $4,142-99.6% | $3,082-99.5% | $10,828-99.9% |