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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 | $14,900 | $92,684-83.9% | $82,706-82.0% | $134,509-88.9% |
| Participation rate | 57.1% | 75.2%-18.1pp | 72.6%-15.4pp | 81.2%-24.1pp |
| Annual return | -18.69% | 945.84%-964.5pp | 701.76%-720.5pp | 418.13%-436.8pp |
| Employer contribution / active EE | $997 | $3,272-69.5% | $3,007-66.9% | $4,741-79.0% |
| Participant deferral / active EE | $2,383 | $4,800-50.4% | $4,394-45.8% | $6,400-62.8% |
| Admin fee / account holder | $14 | $5,982-99.8% | $5,329-99.7% | $11,427-99.9% |