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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 | $20,651 | $92,743-77.7% | $82,744-75.0% | $134,532-84.7% |
| Participation rate | 33.3% | 75.2%-41.9pp | 72.6%-39.2pp | 81.2%-47.9pp |
| Annual return | -19.15% | 946.63%-965.8pp | 702.22%-721.4pp | 418.27%-437.4pp |
| Employer contribution / active EE | $389 | $3,273-88.1% | $3,008-87.1% | $4,741-91.8% |
| Participant deferral / active EE | $1,198 | $4,802-75.1% | $4,395-72.7% | $6,401-81.3% |
| Admin fee / account holder | $90 | $5,977-98.5% | $5,325-98.3% | $11,429-99.2% |