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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 | $7,688 | $84,628-90.9% | $61,501-87.5% | $134,545-94.3% |
| Participation rate | 50.0% | 62.2%-12.2pp | 52.6%-2.6pp | 81.2%-31.2pp |
| Annual return | -19.25% | 585.61%-604.9pp | 339.04%-358.3pp | 418.37%-437.6pp |
| Employer contribution / active EE | $169 | $1,545-89.1% | $1,160-85.4% | $4,742-96.4% |
| Participant deferral / active EE | $1,322 | $2,819-53.1% | $2,125-37.8% | $6,401-79.3% |
| Admin fee / account holder | $37 | $2,587-98.6% | $2,132-98.3% | $11,431-99.7% |